Posts by Matt Sorenson
Multi-Generational Tax Planning with Retirement Accounts
The Opportunity: While retirement accounts offer appealing tax breaks up front, they often generate outsized tax burdens over the course of a career, retirement, and beyond. Consider a multi-generational time horizon in your distribution plan to create optimal tax savings for the greater family unit. Background: Owners of retirement accounts (IRA, SEP IRA, 401(k), 403(b),…
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