Turning Career Transitions Into Tax Opportunities: A Guide for Midlife Professionals

Justin Grinstead

Published on: 24/09/2025

Learn how career transitions create unique tax planning opportunities for Gen X professionals. Discover Roth conversion strategies, capital gains optimization, and 401k rollover decisions that can save thousands during job changes. Free assessment included.

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All information contained is for educational purposes only and is not tax, legal, or investment advice. Please consult with qualified tax and legal professionals regarding your specific situation. Grinstead Wealth Management (GWM) is a registered investment adviser offering advisory services in the state of New Mexico and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Past performance is not indicative of future results.

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Justin Grinstead is a fiduciary, Fee-Only financial advisor based in Albuquerque, NM, serving families and professionals with holistic financial planning, retirement guidance, tax strategy, and education planning.