Helpful Tips & Tricks

Learn why dividend-only strategies often fall short and how a balanced, tax-efficient approach can help you build a more resilient retirement.

Get a clear framework for estimating retirement expenses and learn how Keen Capital can help you create a tax-efficient retirement income plan.

A guide to the retirement bucket strategy, dividing your savings into short, medium and long-term buckets to protect your lifestyle from market downturns.

Understand how Roth conversions can reduce future taxes, lower RMDs and create more flexibility in retirement income planning.

Find out how much you should have saved for retirement by age 40, 50, 60, and 70 and guidance to help you stay on track for a comfortable future.

Most people plan for saving, not spending. Avoid retirement income mistakes with Keen Capital’s fiduciary, tax-smart wealth strategies.

Safe withdrawal rates are changing. Learn what the latest research says about the 4% rule and how to build a flexible retirement income plan that lasts.

Learn the key IRA withdrawal rules and Roth IRA withdrawal rules so you can plan tax-efficient withdrawals and keep more of your retirement savings.

Get smart about investing in alternative assets. Understand the advantages, risks, and how to make the right financial moves.