Tax-Free Savings

Why new tax rules make Roth accounts better than ever

Why new tax rules make Roth accounts better than ever

Many people retire in their late 50s or early 60s, years before RMDs begin, which creates a window of time where tax planning opportunities abound. […] Actively engaging in tax planning can boost your after-tax income in retirement by a meaningful amount.

With lower rates now, you can engage in tax arbitrage.