#RetirementPlanning | Taxfi Solutions

top of page

TaxFi Solutions

Winding forest path representing long-term care insurance planning and financial security over time.

Winding forest path representing long-term care insurance planning and financial security over time.

Why Long-Term Care Insurance Matters for Financial Security

Christian Wolff

Dec 134 min read

A couple relaxing on a beachside deck, symbolizing early retirement and financial freedom, aligning with the concept of using the Rule of 55 to enjoy life after leaving work at age 55.

A couple relaxing on a beachside deck, symbolizing early retirement and financial freedom, aligning with the concept of using the Rule of 55 to enjoy life after leaving work at age 55.

Understanding the Rule of 55: A Smart Strategy for Early Retirement Withdrawals

Christian Wolff

Sep 242 min read

Symbolic image of a door and handle representing the 'backdoor' entry to a Roth account through the mega backdoor Roth strategy.

Symbolic image of a door and handle representing the 'backdoor' entry to a Roth account through the mega backdoor Roth strategy.

What Is a Mega Backdoor Roth?

Christian Wolff

Sep 213 min read

Photo of a nearly completed puzzle with the final piece being added, symbolizing completing a Roth IRA conversion strategy for a secure retirement.

Photo of a nearly completed puzzle with the final piece being added, symbolizing completing a Roth IRA conversion strategy for a secure retirement.

Converting Your 401(k) to a Roth IRA While You're Still Working? Yep, It’s Possible.

Christian Wolff

Sep 174 min read

Active retiree jogging outdoors, symbolizing financial freedom through early retirement using Substantially Equal Periodic Payments (SEPP).

Active retiree jogging outdoors, symbolizing financial freedom through early retirement using Substantially Equal Periodic Payments (SEPP).

What Is Substantially Equal Periodic Payments (SEPP) — And How It Lets You Access Retirement Funds Early Without Penalties

Christian Wolff

Aug 313 min read

Two senior adults sitting side by side on a wooden beach pier, enjoying a peaceful ocean view during retirement.

Two senior adults sitting side by side on a wooden beach pier, enjoying a peaceful ocean view during retirement.

Is the 4% Rule Right for Your Retirement? What You Need to Know

Christian Wolff

Aug 274 min read

Older couple sitting at a table with a financial advisor, reviewing documents and smiling, discussing retirement planning.

Older couple sitting at a table with a financial advisor, reviewing documents and smiling, discussing retirement planning.

How to Avoid or Reduce RMDs: 6 Strategies to Keep More of Your Retirement Income

Christian Wolff

Aug 205 min read

Man carefully stacking coins on a table, symbolizing financial planning, savings, or managing retirement funds.

Man carefully stacking coins on a table, symbolizing financial planning, savings, or managing retirement funds.

💸 What Happens to Your 401(k) Loan When You Leave Your Job?

Christian Wolff

Aug 174 min read

Goalkeeper in mid-air dive making a dramatic save to stop a soccer ball from entering the goal, symbolizing protecting financial goals.

Goalkeeper in mid-air dive making a dramatic save to stop a soccer ball from entering the goal, symbolizing protecting financial goals.

Set Clear Financial Goals: Aligning Investments with Your Future Plans

Christian Wolff

Apr 283 min read

Maximizing Your 401(k) Contributions at Ages 60-63: What You Need to Know for 2025

Maximizing Your 401(k) Contributions at Ages 60-63: What You Need to Know for 2025

Maximizing Your 401(k) Contributions at Ages 60-63: What You Need to Know for 2025

Christian Wolff

Dec 25, 20244 min read

Maximizing Your Retirement Savings: Using a Traditional IRA or Roth IRA Alongside Your 401(k) in 2025

Maximizing Your Retirement Savings: Using a Traditional IRA or Roth IRA Alongside Your 401(k) in 2025

Maximizing Your Retirement Savings: Using a Traditional IRA or Roth IRA Alongside Your 401(k) in 2025

Christian Wolff

Dec 25, 20245 min read

Maximizing Your Retirement Savings: The Importance of Taking Advantage of Employer 401(k) Matching Contributions

Maximizing Your Retirement Savings: The Importance of Taking Advantage of Employer 401(k) Matching Contributions

Maximizing Your Retirement Savings: The Importance of Taking Advantage of Employer 401(k) Matching Contributions

Christian Wolff

Dec 22, 20244 min read

Maximizing Employee Tax Planning with a 401(k) in 2025

Maximizing Employee Tax Planning with a 401(k) in 2025

Maximizing Employee Tax Planning with a 401(k) in 2025

Christian Wolff

Dec 21, 20245 min read

Illustration of two heads facing each other, one with a cloud symbolizing ideas or brainstorming, and the other with a light bulb representing innovation and tax savings solutions.

Illustration of two heads facing each other, one with a cloud symbolizing ideas or brainstorming, and the other with a light bulb representing innovation and tax savings solutions.

Tax Planning Ideas for Employees: How to Maximize Your Savings

Christian Wolff

Dec 20, 20245 min read

bottom of page