Troy Sharpe, Certified Financial Planner
Troy Sharpe is the founder and CEO of Texas-based Oak Harvest Financial Group. In 2023, Investopedia named Troy a top 100 adviser in the country. He holds a Series 65 license as well as a Texas life insurance license. Troy earned his bachelor’s degree in finance from Florida State University and completed his Certified Financial Planning certification at Rice University. He completed his Certified Private Wealth Advisor coursework through the Yale School of Management. Troy hosts “The Retirement Income Show,” heard Sundays on KTRH 740 AM.
Latest articles by Troy Sharpe, Certified Financial Planner
Roth IRA Conversions: Benefits and Considerations Beyond Taxes
You could pay a lower tax rate now if you convert savings into a Roth IRA, but there could be more complex issues for you to consider.
5 Strategies to Help You Hold on to More of Your Money in Retirement
Making Your Money Last Some savvy retirees could pay 0% in capital gains taxes if they manage their incomes right. Others could avoid paying hidden Medicare taxes with the help of Roth IRA conversions. It’s all about tax planning.
By Troy Sharpe, Certified Financial Planner PublishedMaking Your Money Last