The Retirement Tax Bomb Checklist
What is actually in the account, and the window to do something about it
If you have spent decades filling a 401(k) and want to know how much of the balance is actually yours.
What is inside
- Why a large pre-tax balance becomes a problem later rather than now
- When withdrawals stop being optional — 73 or 75, depending on birth year
- The window between stopping work and required withdrawals
- Roth conversions sized to the top of a bracket, and where the tax comes from
- Giving to charity straight from an IRA from 70½
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General educational information, not tax advice. Reading it does not create a client relationship.