How to Enjoy a Guilt-Free Retirement
David Blanchett and Michael Finke’s research found that annuities may give retirees a psychological “license to spend” their savings in retirement. Continue Reading
Six Stealth Taxes That Can Derail Your Retirement
Six stealth taxes can increase your income tax liability and reduce your lifetime after-tax retirement income. Planning for each of them should begin long before and continue throughout retirement. Continue Reading
Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment
This article was originally published in, and has been reprinted with permission from, Retirement Daily. Distributions from a traditional 401(k) plan are generally taxable as ordinary income at your regular income tax rates. This includes pre-tax contributions plus earnings. If your traditional 401(k) plan is rolled over to a traditional IRA, the same rule applies… Continue Reading
Keep Your Eye on QBI Before You Rothify
A Roth conversion often makes sense but there are times when reduced income tax savings can offset the potential long-term benefits of large conversion amounts.. Continue Reading
Should You Do a Roth IRA Conversion After Age 62?
Planning the timing of your Roth IRA conversion carefully cannot only reduce taxable inome but manage Mediare premiums. Continue Reading
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