How to Minimize Your Tax Liability When Rolling Over to a Roth IRA
WiserAdvisor
AUGUST 25, 2023
This allows retirees more flexibility in managing their distributions and potentially preserving their wealth for a longer period. This approach aims to manage your income within your current tax bracket strategically. Let’s say you are a retiree with an annual income of $60,000, placing you in the 22% tax bracket.
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