Couverture de Frank Finly — Retirement Planning & Tax Strategies

Frank Finly — Retirement Planning & Tax Strategies

Frank Finly — Retirement Planning & Tax Strategies

De : Frank Finly
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Frank Finly breaks down retirement planning, tax strategies, and the numbers that actually matter — in plain English. From Roth conversions and Social Security timing to withdrawal strategies and tax-efficient income planning, each episode turns complex financial decisions into clear, actionable guidance.

Free retirement calculators and guides at https://frankfinly.com

© 2026 Frank Finly — Retirement Planning & Tax Strategies Développement personnel Réussite personnelle
Épisodes
  • Roth Conversion Ladder: Access Retirement Funds Before 59½ Without Penalties

    Roth Conversion Ladder: Access Retirement Funds Before 59½ Without Penalties
    Oct 22 2026

    The Roth conversion ladder lets early retirees access retirement funds tax-free before 59½. Here is the 5-year plan.


    Topics covered:
    roth conversion ladder, early retirement roth strategy.

    Read the full article:
    https://frankfinly.com/taxes/roth-conversion-ladder?utm_source=podcast&utm_medium=show_notes&utm_campaign=roth-conversion-ladder

    Free retirement planning tools:
    https://frankfinly.com?utm_source=podcast&utm_medium=show_notes&utm_campaign=roth-conversion-ladder

    Sources mentioned:
    - IRS Publication 590-B — Distributions from IRAs (5-year rule) — https://www.irs.gov/publications/p590b
    - IRS — Retirement Topics: Tax on Early Distributions — https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions
    - IRS — Rollovers of Retirement Plan and IRA Distributions — https://www.irs.gov/retirement-plans/plan-participant-employee/rollovers-of-retirement-plan-and-ira-distributions
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    15 min
  • Roth IRA Calculator: How Tax-Free Growth Outpaces a Taxable Account

    Roth IRA Calculator: How Tax-Free Growth Outpaces a Taxable Account
    Oct 15 2026

    How much could your Roth IRA be worth at retirement? Compare tax-free Roth growth against a taxable account and see the real dollar difference over time.


    Topics covered: roth ira calculator.

    Read the full article:

    https://frankfinly.com/retirement/roth-ira-calculator?utm_source=podcast&utm_medium=show_notes&utm_campaign=roth-ira-calculator


    Free retirement planning tools:

    https://frankfinly.com?utm_source=podcast&utm_medium=show_notes&utm_campaign=roth-ira-calculator


    Sources mentioned:
    - IRS — Roth IRAs — https://www.irs.gov/retirement-plans/roth-iras
    - IRS Publication 590-A — Contributions to IRAs — https://www.irs.gov/publications/p590a
    - IRS Publication 590-B — Distributions from IRAs (5-year rule, 59½) — https://www.irs.gov/publications/p590b
    - IRS Notice 2025-67 — 2026 Amounts Relating to Retirement Plans and IRAs — https://www.irs.gov/pub/irs-drop/n-25-67.pdf
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    12 min
  • Roth 401(k) vs 401(k): Which Should You Choose in 2026?

    Roth 401(k) vs 401(k): Which Should You Choose in 2026?
    Oct 8 2026

    Pre-tax or Roth 401(k)? The decision is driven by your tax bracket now versus in retirement — but two SECURE 2.0 changes make the Roth more attractive in 2026 than ever before.


    Topics covered: roth 401k vs 401k.

    Read the full article:
    https://frankfinly.com/retirement/roth-401k-vs-traditional-401k-2026?utm_source=podcast&utm_medium=show_notes&utm_campaign=roth-401k-vs-traditional-401k-2026

    Free retirement planning tools:
    https://frankfinly.com?utm_source=podcast&utm_medium=show_notes&utm_campaign=roth-401k-vs-traditional-401k-2026

    Sources mentioned:
    - IRS — Roth Comparison Chart — https://www.irs.gov/retirement-plans/roth-comparison-chart
    - IRS — SECURE 2.0 Act Changes — https://www.irs.gov/retirement-plans/secure-20-act-changes
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    12 min
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