Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

May 14, 2022

Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions.

(5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement.

(19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs).

(31:30) A listener asks a question about which accounts they should draw from to pay the taxes from their Roth conversions.

(42:15) George is wanting help to decide whether it makes sense to convert their 401(k).

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.