A Fiduciary’s Guide · 30 pages · Free
Retirement Tax Planning — Is It for Me?
A fiduciary’s guide to advanced tax strategies for retirees
The IRS is a silent partner in your IRA. Plan the split, or it gets planned for you.
What this book is
The IRS has a plan for your IRA. Do you?
Your 401(k) statement has never once mentioned that a quarter or more of the balance may belong to the government. Retirement Tax Planning is about the second, movable tax bill riding inside your retirement accounts — and the low-tax windows in which it can be shrunk, deliberately, six figures at a time.
You will come away knowing
- The quiet decade — the lowest-tax years of your adult life, and why they expire
- Brackets as buckets: conversions, harvesting, and filling cheap space on purpose
- The widow’s penalty, the tax torpedo, and the Medicare cliffs nobody marks
- The ten-year clock — what your children will actually keep, and how to change it
Contents
The chapters
The Quiet Decade
The Silent Partner
Brackets Are Buckets
The Conversion Question
The Widow’s Penalty
The Torpedo in the Water
The Cliffs Nobody Marks
Giving the Smart Way
The Zero Percent Secret
Where Your Money Lives
The Ten-Year Clock
Is It for You?
Tax preparation looks backward. Tax planning looks forward.
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