Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
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Recent Posts

How to Use Cash Reserves as an Emergency Fund for Retirement

You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
February 13, 2026

Avoid Paying 2X the Tax on Non-Deductible IRA Contributions

May 09, 2018