Evaluate your withdrawal runway. Coordinate your taxable withdrawals,
evaluating withdrawal impact on taxes for max benefit. Don’t forget to include impact of social security payment taxes. Throw in a little estate tax planning consideration while you’re at it. It isn’t rocket science but it takes some effort.
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Originally posted on Dec 27, 2024 at 9:56:39am
Message modified by Acorn on Dec 27, 2024 at 9:57:06am