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How to design the optimal income harvesting strategy
Posted: Fri Apr 16, 2021 8:38 pm
by yankees60
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
Re: How to design the optimal income harvesting strategy
Posted: Sat Apr 17, 2021 10:32 am
by mathjak107
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
Re: How to design the optimal income harvesting strategy
Posted: Wed Oct 20, 2021 7:59 am
by Maddy
PuraTom wrote: ↑Wed Oct 20, 2021 7:13 am
If someone can help me with this question pls PM me
Get a job?