The Tax Planning Window and Partial Roth Conversions for “401k Millionaires”
Take advantage of the window of opportunity between accumulation and distribution in retirement. Use partial Roth conversions and keep more of your money.
Take advantage of the window of opportunity between accumulation and distribution in retirement. Use partial Roth conversions and keep more of your money.
Want a massive tax break? Retire early. Retirement income receives much better tax treatment than earned income.
A Roth conversion horse race is a great way to optimize your Roth to tax-deferred ratio for the same cost. Whether or not it is worth the hassle is up to you though.