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Retirement Quiz
Do you have a strategy to identify opportunities for Roth Conversions?
I have a Roth IRA, is that the same thing?
I have considered implementing this, but I’m not sure where to start.
Each year I work with my financial planner and my accountant to ensure I realize my income in an optimal tax bracket.
I have worked with my financial planner and my accountant to put together a retirement plan that guides our Roth conversion strategy
Are you taking advantage of Qualified Charitable Distributions (QCDs)?
What is a Qualified Charitable Distribution?
I give to charities, doesn’t that reduce my tax bill?
I have considered giving a QCD, I’m just not sure where to start.
Each year I give a QCD directly to my favorite charity.
Is your retirement spending plan optimized?
What’s a retirement spending plan and how do I get one?
I set up my distributions when I retired, I don’t see any need to mess with something that is working.
At the start of each year I forecast my income and determine what the best spending plan for the upcoming year.
I take a holistic view of my tax situation and determine not only what is right in the upcoming year, but also what can reduce taxes in my lifetime and upon my death.
Are you currently giving to a Donor-Advised Fund (DAF)?
The DAF I know is Daffy Duck.
I like the concept, but it’s not for me.
I have donated appreciated shares or proceeds from the sale of a business to establish one, but I could probably use it more.
I employ a bundling strategy in which I gift appreciated shares over a planned number of years to off-set my itemized deductions.
What is your plan for asset location?
Are you sure you don’t mean asset allocation?
I have everything in my 401k.
I have multiple accounts, does it matter which account different assets are located?
I have a plan that prioritizes matching the appropriate investment with the appropriate tax qualification.
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