New Thinking for Tax Optimization in Retirement—4 Steps to Get Clients on Board

Jul 23, 2020 / By Debra Taylor, CPA/PFS, JD, CDFA
Print AAA
Add to My Archive
My Folder

My Notes
Save
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.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2023 Horsesmouth, LLC. All Rights Reserved.