Before the Election: 4 Smart Planning Moves to Consider

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Horsesmouth Essential: Proper tax planning relies on understanding what the tax consequences will be for various tax strategies. What tax rate, at the margin, will apply to the next dollar of income or deductions? And for strategies that can shift income—like Roth conversions—you’ll need both a current marginal tax rate and a good estimate of a future tax rate.

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The conventional wisdom about the distribution phase has been turned on its head recently as five tax rules (new and old) conspire to blow up your client’s tax bill in retirement. Here is how to shift your clients’ thinking toward a new direction that includes strategies like Roth conversion and spending down traditional IRAs.

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Don’t let the stunning market vacillations distract you from your mission: providing value for your clients. Which of your clients will benefit from one of these five actions?