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Suggested BIG Tier II Project Statement Format Fg324w

Suggested BIG Tier II Project Statement Format Fg324w

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if you are close to retirement and have a significant pre-tax 401k or IRA account balance you've probably heard about the dreaded required minimum distributions or rmds and how they can trigger a substantial amount of tax during your retirement you also have likely heard that Roth conversions can greatly reduce the income tax you will have to pay during retirement but if you're still working and making a great salary does it make sense to trigger the tax associated with Roth conversions effectively adding it to the income tax you pay on your salary and does it makes sense to convert all of your pre-tax retirement account balance before having to take any required minimum distributions this is the fact pattern that we are going to explore in today's case study does it make sense for a high earning couple to aggressively convert pre-tax balances to a Roth to avoid any required minimum distribution or is there another easier more tax efficient way to do it but befo

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