The tax bite on retirement income may surprise retirees
Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.
Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.
A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
The end of the year is approaching but there are still tax-smart strategies that may be implemented.