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Free Guides For People Targeting An Early Retirement. Created By Kevin Burkle, CFP®

Should I Rollover My 401k Thumbnail

Should I Rollover My 401k

Too many people assume they should just rollover their old 401(k)s to a personal IRA. Or they may be sold on the benefits of doing this by a financial advisor. If you are planning on an early retirement, this could be one of the biggest mistakes you could end up making.

Should I Contribute To An HSA? Thumbnail

Should I Contribute To An HSA?

Maxing out an HSA can be a great strategy for people who plan to retire early. But one of the most common mistakes I see people make is they don't use them correctly. Keep reading to learn how to truly maximize the benefits of an HSA so that you can reduce your taxes now, and reduce healthcare costs later.

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How To Set Up A Backdoor Roth IRA

here are many professionals who would benefit from contributions to a Roth IRA so that they have money to withdraw tax-free in early retirement, but the IRS rules prevent them from doing so because their incomes are too high. If you fall under these rules, fear not, as there are other ways to build up that tax-free nest egg.

What Estate Planning Documents Do I Need Thumbnail

What Estate Planning Documents Do I Need

No matter what your current financial circumstances are, you should have an estate plan. This is often one of the most overlooked aspects of financial planning, but by having a proper plan in place you can gain peace of mind while living, and save your loved ones a lot of heartache after you pass away.