https://youtu.be/025ZXvYbxN0?si=4ctsaoqRPl_aZKwh Annex Wealth Management's Michael Kirk, CFP® is here to discuss retirement spending, financial confidence, and creating a “living legacy.” Many retirees have trouble spending money even when their financial plan shows...
The (Often Misunderstood) Roth Conversion: What It Is & When It Makes Sense
Roth conversions can be a powerful planning tool, but they’re often discussed in broad terms that leave investors unsure whether the strategy truly fits their situation. The real value lies in understanding the trade-offs—tax impact today, flexibility in retirement, and how timing and income level affect the outcome. To cut through the generalities, we’re sitting down with Senior Wealth Advisor, Michael Kirk, CFP® to talk about how thoughtful, personalized guidance makes all the difference.