Tax Planning Window to Save in Lifetime Taxes What is the optimal time to do tax management for retirement? The tax planning window! Not infrequently, that tax strategy is a yearly series of partial Roth conversions. These pre-pay future taxes, […]
IRMAA 2023 and Roth Conversions IRMAA stands for Income-Related Monthly Adjustment Amount. What a mouthful-She is a modest penalty for a high-income retiree to swallow. What you do now affects your IRMAA Brackets two years from now! Two aspects make […]
I Want an Estate Tax Problem! SLATs If you have succeeded in your gathering and protection of assets, you just may have a Federal Estate Tax problem. Consider a SLAT. How about that for a new financial goal: I want […]
In Marriage QDRO to Reduce Taxes or Invest in Real Estate An In Marriage QDRO can reduce Required Minimum Distributions (RMDs) or otherwise allow you to access money inside a 401k (say, to invest in real estate). Let’s talk about […]
