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
Pre Retirement Tax Planning
Moderator: Global Moderator
Re: Pre Retirement Tax Planning
Too bad Technovelist is gone. I think he was working on a computer program to do this sort of thing.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
Re: Pre Retirement Tax Planning
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.