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

Jul 23, 2020 / By Debra Taylor, CPA/PFS, JD, CDFA
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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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