Denali Financial Group
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Denali Financial Group
2655 SW Wanamaker Rd., Topeka, Kansas 66614
09/28/2026
There’s a tax-planning window most retirees miss.
Join Ryan on October 7 for our free webinar, The Retirement Tax Playbook, where he’ll break down this window and how tax strategy can change in retirement.
🗓 October 7 | 11:30 AM or 6:30 PM CT
👉 Register here: https://whitney.easywebinar.live/event-registration
09/14/2026
5 Signs You're Ready to Retire — swipe through:
1️⃣ You know what retirement will actually cost
2️⃣ You know where your paycheck is coming from
3️⃣ You know your income gap and your portfolio can cover it
4️⃣ You've stress-tested the plan
5️⃣ You're emotionally ready — you have something to retire TO
We believe retirement was meant to be easy, meant to be exciting, meant to be everything you thought it could be.
Full video breakdown on YouTube — link in bio.
09/09/2026
Retirement isn't just a date on the calendar, it's a whole new chapter. And nothing means more to us than hearing our clients are actually loving it. 💛
If you're not sure your plan is set up to get you here, let's talk it through. We're always happy to connect.
08/31/2026
This month we broke down the Tax Triangle — the three buckets that determine how your retirement money actually gets taxed:
Tax Always. Tax Later. Tax Never Again.
Most people have never heard it explained this simply. And most retirees have the majority of their money sitting in the "Tax Later" bucket — with a real opportunity to shift more of it, strategically, into "Never Again."
If you missed any of this month's posts, they're all still up — worth a scroll back through.
Want to know where your money sits on the triangle? Link in bio to schedule a call.
Everyone wants their money in the "never again" bucket. Fair enough.
But there's one word that matters: again. Getting there takes a plan — usually incremental conversions over a few years.
The question isn't if you want tax-free money. It's whether you have a plan to get it.
Link in bio to schedule a call.
Let's say you're $50,000 away from filling up the 22% tax bracket.
We might convert exactly $50,000 from an IRA to a Roth this year — just enough to max out that bracket without spilling into the next one.
Do that a few years in a row, and you've moved a meaningful chunk of money into the "tax never again" bucket.
That's incremental Roth conversion — one of the strategies we build into every plan.
08/21/2026
Two ways to get money into the "tax never again" bucket — and most people only know about one.
ROTH CONTRIBUTION
→ Only works if you're still earning income
→ Capped at $8,000/year if you're over 50
→ Great if you're younger, but moves slowly
ROTH CONVERSION
→ Works even in retirement, no income required
→ No annual cap — you choose the amount
→ Move money from a traditional IRA into a Roth, strategically
Most of our clients use incremental conversions — moving just enough each year to fill up their current tax bracket without jumping into the next one.
Wondering which strategy fits your situation? Link in bio.
Need it or not — pull money from a 401(k) or IRA, and you'll pay tax on it. No way around it.
Our job isn't avoiding that tax. It's making sure less goes to the IRS, and more stays with you and your family.
Link in bio to schedule a call.
If you've saved a million dollars, you don't really have a million dollars.
You owe Uncle Sam — and at 73, the IRS makes you start paying it, whether you need the money or not.
That's an RMD. It's why we plan for taxes early, not late.
Link in bio to schedule a call.
08/16/2026
Today's my birthday 🎂
Usually I'm the one behind the scenes — but today, I thought I'd pop in and say hey! I'm Whitney, and I run just about everything you see here at Denali.
Thanks for joining me in this little corner of the internet. 🖤
Click here to claim your Sponsored Listing.
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2655 SW Wanamaker Road Suite B
Topeka, KS
66614
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