If you have a big wad in a pretax IRA, sit down with your accountant now. Taxes are likely headed higher.
By William Baldwin, Forbes Staff
Tax rates are going up. Do your conversions now. That’s a starting point in the complex game of IRA manipulation. But the general rule must be accompanied by footnotes and provisos. For these subtleties we turn to Robert S. Keebler, an accountant in Green Bay, Wisconsin, who has elevated tax bracket management into an art form.
Large sums are at stake. Keebler’s firm has had occasion to advise on eight-figure IRAs, with potential savings into the millions of dollars. For a prosperous but not wealthy upper-middle-class client, the difference between doing nothing and making the optimal moves could be a few hundred grand.
Support authors and subscribe to content
This is premium stuff. Subscribe to read the entire article.
Login if you have purchased