Tax Problem
Have recently retired 65-year-old Executive with $14,000,000 in his 401k seeking some tax savings strategies outside of Roth Conversions. Any thoughts
Have recently retired 65-year-old Executive with $14,000,000 in his 401k seeking some tax savings strategies outside of Roth Conversions. Any thoughts
Permalink Submitted by Alan - IRA critic on Tue, 2019-04-02 23:11
He needs a comprehensive plan, and this forum does not provide anything close. With assets of that size he needs to hire a financial planner/advisor.
Permalink Submitted by Bruce Steiner on Thu, 2019-04-04 21:59
It would help to know whether he has a spouse, and how much he (and his spouse, if any) have in nonretirement assets.