Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0

Which brings me to your CFP. Just curious...why are you bringing this to his attention? He should be suggesting this to you...its his job.


Fair enough. This was the first time I'd met with him in that capacity. Still, he'd been doing my taxes for nearly 30 years, so he knows my situation pretty well.

Is it a particularly esoteric idea to withdraw money from a qualified account while retired and still in a low tax bracket so as to reduce future RMDs? I wouldn't have thought so, but maybe it is.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.