A common surprise to many people is when they retire, they realize that they have to pay some taxes. Do you have a plan to help protect your retirement money?
In this episode, Jeremy Finger discusses when it can be an accurate time to do a conversion. He also explains how to take advantage of your retirement tax valley to pay taxes that are on sale, and some tax planning opportunities to be mindful of.
- The basics of a Roth IRA
- Why you want to pay your taxes when it’s on sale
- The tax planning opportunity of tax loss harvesting
- What to consider when it comes to required minimum distributions
- And more