Creative Tax Strategies

How tax efficient is your current portfolio or Retirement Income plan? Do you manage your investment accounts according to what is most tax-efficient, and will you withdraw your funds to give you the best advantage?

1. Do you have tax diversification across your investments?

2. How much income will you derive from the RMD's of your non-taxable accounts?

3. Should you do a Roth Conversion, do you know the dollar amount difference over your lifetime for converting vs. not?

4. High income retirees may be subject to the 3.8% NIIT?

5. Do you have a tax efficient Withdrawal Strategy?

6. Have you minimized your estate planning inheritance taxes?