John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future.
ℹ️ About the Episode:
• Your future tax rate is unknown.
• However, this uncertainty shouldn't hinder tax planning TODAY.
• Stay ahead by strategizing now to mitigate future tax burdens.
• Roth conversions, QCDs, income acceleration, bracket topping and more should all be considered to minimize the tax impact of your RMD.