Posted By
VICTOR STANKEVICH
12-25-2025 09:58
Found In
Egroup:
Tax Strategies
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Merry Christmas! Still a few years from RMDs. Year end work is closing this year's plan to maximize income and minimize taxes. Optimize to hold taxable income to just at the next tax bracket's lower limit. In particular, harvesting long term capital gains at 0% and doing some Roth conversion each year ...
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