Stop Donating Money to the IRS

Stop Donating Money to the IRS

Tools for Tax Control

  • Diversify among Account Types
    • IRAs
    • Roth IRAs
    • Roth Conversions
    • Tax-Deferred Accounts
    • Social Security Timing
    • QLACs
    • SPIAs
    • Life Insurance
    • Tax Loss Harvesting
    • Tax Managed Portfolio – Non-Qualified (Taxable)
  • Properly blend withdrawals from different accounts
  • Consider which assets should be held in which account type {Asset Location}

 

Leave a Reply

Close Menu