Pre Retirement Tax Planning

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GT
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Pre Retirement Tax Planning

Post by GT » Mon Jun 14, 2021 2:04 pm

Any suggestion for a good Pre Retirement Tax planning company or professional?

I want to model different retirement tax options
- Roth conversions now
- SSA tax planning
- Tax treatment on different retirement income streams

I have only been focused on the investment portfolios and savings rates.

I would like to research the Tax angle so I can forecast a retirement budget that is the most Tax efficient
pp4me
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Re: Pre Retirement Tax Planning

Post by pp4me » Mon Jun 14, 2021 2:12 pm

GT wrote:
Mon Jun 14, 2021 2:04 pm
Any suggestion for a good Pre Retirement Tax planning company or professional?

I want to model different retirement tax options
- Roth conversions now
- SSA tax planning
- Tax treatment on different retirement income streams

I have only been focused on the investment portfolios and savings rates.

I would like to research the Tax angle so I can forecast a retirement budget that is the most Tax efficient
Too bad Technovelist is gone. I think he was working on a computer program to do this sort of thing.
WiseOne
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Re: Pre Retirement Tax Planning

Post by WiseOne » Wed Jun 16, 2021 9:36 am

A financial advisor should be able to help with that. You can do your own research using the online iORP calculator and a spreadsheet though.
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GT
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Re: Pre Retirement Tax Planning

Post by GT » Wed Jun 16, 2021 11:32 am

WiseOne wrote:
Wed Jun 16, 2021 9:36 am
A financial advisor should be able to help with that. You can do your own research using the online iORP calculator and a spreadsheet though.
Thank you WiseOne - I checked out the calculator - gives me something to work on
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