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3min chapter
Making Taxes Easy with Guest Steven Jarvis
The Perfect RIA
How to Handle Required Minimum Distributions in Light of the New Secure Act
Sally Kohn: I just love doing this really simple. We have over the last 10 years or so converted some $500,000 from IRAs into Roth tax free because she was otherwise going to forfeit some of these standard deduction. She would say, hey, I don't need any of this money. Someday you will. And those are things that I learned from going to events like the retirement tax service summit and talking to advisors.
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