RMD/Tax Planning
I read your column in the Tribune religiously and trust your advice and perspective. Can you recommend an expert on planning regarding RMD’s and Roth conversions as it relates to tax planning. Will turn 73 this year and want an approach that is strategic and minimizes taxes. I live near Oak Brook. Thanks so much.
Terry Says
Read this: https://www.terrysavage.com/roth-conversions-2/ This is your best source if y your main concern is the Roth Conversion issue.
But if you want to find a fee-only FIDUCIARY advisor you can trust, click on this link, watch the video, and go through the Wealthramp process.
