One retirement income strategy that will be virtually unscathed by President Biden’s proposed tax increase is longevity insurance, more commonly known as fixed-income annuities. Continue Reading
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
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
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