If you could lower your lifetime tax bill by smoothing out your taxes early on in retirement, would you do it?
This is a common picture I see with those that retire early.
They have done any amazing job saving for retirement, and now they have an opportunity prior to Social Security and prior to Required Minimum Distributions to do some powerful tax planning....
This is where we find that Roth conversion sweet spot to help optimize your tax plan.
Are you planning to do any Roth conversions when you retire early?
Matt Calcagno, CFP®, CKA®
If you could lower your lifetime tax bill by smoothing out your taxes early on in retirement, would you do it?
This is a common picture I see with those that retire early.
They have done any amazing job saving for retirement, and now they have an opportunity prior to Social Security and prior to Required Minimum Distributions to do some powerful tax planning....
This is where we find that Roth conversion sweet spot to help optimize your tax plan.
Are you planning to do any Roth conversions when you retire early?
1 year ago | [YT] | 3