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When wealthy clients reach the distribution phase, their high-balance retirement accounts of $2 million and over can create some burdensome tax situations, particularly when it comes to legacy planning. Educate them on these five potential pitfalls.
The conventional wisdom about the distribution phase has been turned on its head recently as five tax rules (new and old) conspire to blow up your client’s tax bill in retirement. Here is how to shift your clients’ thinking toward a new direction that includes strategies like Roth conversion and spending down traditional IRAs.
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