How to design the optimal income harvesting strategy

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vnatale
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How to design the optimal income harvesting strategy

Post by vnatale » Fri Apr 16, 2021 8:38 pm

Both Mathjak and I are BIG Michael Kitces fans.

The below article is packed with great strategies.

Vinny


How to design the optimal income harvesting strategy

https://www.financial-planning.com/news ... g-strategy
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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mathjak107
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Re: How to design the optimal income harvesting strategy

Post by mathjak107 » Sat Apr 17, 2021 10:32 am

everything in this world can change but planning is generally going to be based on what was , what is and what stands a reasonable chance of continuing ... roths may have some finer minor details changed like no withdrawals needed at rmd age . but overall there are things embedded in the culture of america , like ss will eventually be fully funded in the 11th hour , 401ks , ira and roths that will likely stay intact.

they may make some changes but nothing that will really shake things up . kind of like what they did with those not of ss age and they did away with file and suspend
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Maddy
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Re: How to design the optimal income harvesting strategy

Post by Maddy » Wed Oct 20, 2021 7:59 am

PuraTom wrote:
Wed Oct 20, 2021 7:13 am
If someone can help me with this question pls PM me
Get a job?
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