3 Powerful Tax Strategies for Retirees
by Paul Sundin, CPA, Certified Public Accountant, Sundin & Fish, PLC
May 07, 2018
2 minutes
Retirees often overlook tax planning. This typically is because retirees are in one of the lower tax brackets and are living on fixed incomes that don't provide a lot of tax or financial flexibility.
But there are strategies that can lower the overall tax burden and enable seniors to sleep at night. Let's take a closer look at three essential planning ideas.
Roth conversion
Many people retire in their 60s. Required minimum distributions (RMDs) kick
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