Both Mathjak and I are BIG Michael Kitces fans.
The below article is packed with great strategies.
Vinny
How to design the optimal income harvesting strategy
https://www.financial-planning.com/news ... g-strategy
How to design the optimal income harvesting strategy
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- vnatale
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How to design the optimal income harvesting strategy
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
- mathjak107
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Re: How to design the optimal income harvesting strategy
everything in this world can change but planning is generally going to be based on what was , what is and what stands a reasonable chance of continuing ... roths may have some finer minor details changed like no withdrawals needed at rmd age . but overall there are things embedded in the culture of america , like ss will eventually be fully funded in the 11th hour , 401ks , ira and roths that will likely stay intact.
they may make some changes but nothing that will really shake things up . kind of like what they did with those not of ss age and they did away with file and suspend
they may make some changes but nothing that will really shake things up . kind of like what they did with those not of ss age and they did away with file and suspend