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Financial Planning / Tax Strategies


Subject:  Re: Pay them now or Pay them later? Date:  8/26/2013  7:25 PM
Author:  irasmilo Number:  119091 of 127753

When you do your projections, keep in mind that every dollar you withdraw from your IRA before you are subject to RMDs will reduce the size of the RMDs when you are forced to take them. (RMDs are calculated based on the previous 12/31 balance.)

Larger RMDs could lead to more tax on your SS benefits and/or surcharges to your Medicare B premium.

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