Retirement doesn’t have to feel uncertain. I’m Jeremy Keil, creator of Mr. Retirement, author, and founder of Keil Financial Partners.
I help you turn your retirement savings into retirement income using my proven 5-step process I outline in my book Retire Today: Create Your Retirement Income Plan in 5 Simple Steps.
My videos show you how to get more income, pay less taxes and avoid big retirement mistakes.
If you want help creating your Retirement Master Plan, visit www.KeilFP.com.
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC. All videos are for educational purposes only and do not constitute investment, tax, or legal advice. For important disclosures and conflicts, visit www.keilfp.com/disclosures
Mr. Retirement with Jeremy Keil, CFP®, CFA®
Are Roth Conversions for Retirees Dead in 2026 Because of the New Tax Law?
Check out my latest @KiplingersPersonalFinance article:
"Yes, the OBBBA's permanent lower tax rates removed the urgency for Roth conversions, but retirees should not stop or blindly continue conversions. They should do this instead."
www.kiplinger.com/retirement/roth-iras/are-roth-co…
2 weeks ago | [YT] | 1
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
I'm a Financial Planner for Millionaires: Here's How to Give Your Kids Cash Gifts Without Triggering IRS Paperwork
(my latest @KiplingersPersonalFinancearticle)
Most people can gift large sums without ever paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse. Here's how it all works, along with misconceptions and answers to common questions.
www.kiplinger.com/taxes/tax-planning/how-to-give-y…
1 month ago | [YT] | 0
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
Check out my first article for @KiplingersPersonalFinance. Enjoy!
5 RMD Mistakes That Could Cost You Big-Time: Even Seasoned Retirees Slip Up
www.kiplinger.com/retirement/required-minimum-dist…
The five biggest RMD mistakes retirees make show that tax-smart retirement planning should start well before you hit the age your first RMD is due.
1 month ago | [YT] | 1
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
Discover the best retirement planning books of 2025 to help you plan, invest, and retire with confidence. Jeremy Keil, author of Retire Today, shares his top retirement book recommendations for 2025.
keilfp.com/blogpodcast/best-retirement-books/
1 month ago | [YT] | 0
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
I you missed him the first time, check out Paul A. Merriman on my Retire Today podcast on his channel!
2 months ago | [YT] | 2
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
I enjoyed talking with Jordan Grumet, Doc G, about how retirement is a leap of faith and how following a proven process could reduce your uncertainty. Enjoy! www.earnandinvest.com/portfolio-2/the-retirement-l…
2 months ago | [YT] | 2
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
Have you picked up your copy yet? The 99¢ launch special for Retire Today ends tonight at midnight.
For less than a dollar, you’ll learn how to:
* Retire with confidence
* Make the most of your Social Security & pension
* Lower your lifetime tax bill and protect your legacy
Plus, I’ll mail you a signed print copy when you email your receipt to info@keilfp.com.
👉 Grab your copy now: amzn.to/3UMhlOQ
5 months ago (edited) | [YT] | 1
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
My new book RETIRE TODAY is out now – today only for 99 cents! Please buy the eBook version today only at 99 cents, email your receipt to info@keilfp.com and I’ll mail you a free signed print copy next week.
Thanks for your support! – Jeremy Keil
Don’t wait – today only: amzn.to/3UMhlOQ
5 months ago | [YT] | 2
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
I Bond Fans - did you get this email? It's your chance to make Treasury Direct more user friendly!
==
The US Treasury is building a new experience for customers to purchase, manage and gift government securities and is seeking input on the experiences from current customers. If you are interested in participating in research that will inform and improve the future of purchasing and gifting government securities, please take this brief survey via SurveyMonkey.
www.surveymonkey.com/r/TGPHBXG?GG=0&GGN=0&PGN=0&UG…
Details: 17 questions. Estimated time to complete: 10 minutes
Please note that the US Treasury has not provided any information to SurveyMonkey, and that you may simply ignore this invitation if you do not wish to participate.
Thank you for your interest in helping improve the design of our products for all the public. We look forward to hearing your feedback!
If you have questions about the validity of this e-mail, please visit www.treasurydirect.gov/indiv/research/email/
U.S. Treasury Services
==
1 year ago | [YT] | 2
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Mr. Retirement with Jeremy Keil, CFP®, CFA®
Proud of our 4th grader Harper and her caring heart! Will you join Harper and donate towards the #kidsheartchallenge?
Harper loves to donate to kids with heart challenges through American Heart Association.
This year she doubled her personal gift and gave $20 of her own money!
Will you join Harper and donate towards the #kidsheartchallenge?
www2.heart.org/goto/HarperKmuskego
1 year ago (edited) | [YT] | 3
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