Shocking, but true… After decades of paying "taxes" to support Social Security, up to 85% of benefits are taxable at retirement. Fortunately there are legal ways to slash these taxes. The key is that you must plan in advance. And before you can plan, you [...]
This video provides insights as to the best source of funds to using for paying the tax from a Roth conversion
Important things to understand when the bulk of your savings is in IRA, 401k and other tax deferred retirement plans.
Will your savings last for as long as you are alive? Anything that can be done to reduce the drain of taxes and fees can allow your savings to last longer.