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Why New Jersey Retirees Headed for Florida Delay Roth Conversions Until After the Move
For many New Jersey retirees relocating to Florida, even a one-day difference in when they complete a Roth conversion can determine whether they owe tax to a state they are…
5 min read · Published 2026-11-05Buffett’s 90/10 Strategy for a 65-Year-Old Retiree With $600,000 in an IRA and $2,800 a Month From Social Security: Monthly Cash Flow and Taxes
Using Warren Buffett’s 90/10 approach — a mix of an S&P 500 fund and Treasury bills — a 65-year-old with $600,000 could generate about $4,800 a month when Social Security is…
7 min read · Published 2026-11-05How Buffett’s 90/10 Strategy Would Work for a 65-Year-Old With $600,000 in an IRA and $2,800 in Monthly Social Security
Warren Buffett has made clear how he wants his wife’s money handled after his death. In a 2013 letter to Berkshire Hathaway shareholders, he said the trustee’s instructions could…
6 min read · Published 2026-11-05