Build a tax-smart retirement plan in Wyomissing with a fiduciary advisor. Minimize taxes on income, Social Security, and investment withdrawals.

Learn how to choose a fiduciary financial advisor in Scottsdale for retirement planning that aligns with your goals, lifestyle, and income needs.

Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

As year-end approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA – and the potential use of a Backdoor Roth IRA.

The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?

Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.

Learn how to navigate your new role as the financial spouse. Explore strategies to help with budgeting, investments, insurance, and legacy planning.