Financial planning isn't just about making the right decisions. It's about making them in the right order.
For example, leaving Google with a severance package could make one year unusually expensive from a tax perspective. Adding a Roth conversion or overlooking taxable investment income could complicate things further.
Sometimes, waiting until a lower-income year makes more sense.
This content is for educational and informational purposes only and should not be considered personalized investment, tax, or legal advice. Each situation is unique and should be evaluated individually.
Don Hilario, CFP®
Founder, Financial Advisor
Published Nov 5, 2026
Founder, Financial Advisor
Filed underTax planning