- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Many Thanks. That is a great article. I'm guessing lots of folks (without a tax advisor) aren't aware of the time bomb they will face with RMDs. I am in the sweet spot. The long-term tax advantages of a Roth conversion will be a priority in my plan. I agree that it's complicated enough to come up with a plan under the known rules. The only thing that is certain about the tax code is that Congress will continue to make changes. With that in mind, I plan to accelerate my conversions. Thanks again for some great insights.
‎November 26, 2022
7:26 PM