Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks […]