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Tax Risk and Roth Conversions

Tax Risk and Roth Conversions | Investment Management

Many retirees with a steady income from their 401(k) or traditional IRA accounts may have never considered a Roth conversion strategy.  Other retirees might have looked at a Roth conversion in the past but thought it might not be for them because paying the required taxes up front can be a tough pill to swallow.

Published on: 08/23/2019  |   Category: Financial Plan  Taxes 

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California Tax Uncertainty

California Tax Uncertainty | Investment Management

A bill has been introduced to the California Senate (SB378) to introduce a 40% state estate tax.  Unlike the federal estate tax which has a $11.4mn exemption, this proposed state tax would only have a $3.5mn exemption. 

Published on: 05/10/2019  |   Category: Financial Plan  Taxes 

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