建議大家有空把你們的退休帳戶部分轉成roth.

在現在的fiscal situation, 這是一個很好的personal finance planning stratedy .

當然 你需要 一些Liquid asset to pay the resulting tax liability. but in the long run, you will shelter some caiptial taxation. You will also avoid required minimum distributions when you turn 70 1/2.

 

My two cents.

請您先登陸,再發跟帖!