Single Woman - Late 60s
‘Kate’ came to us having saved just over $1 million in her company 401k plan. She had just retired and wanted to make sure that her savings provided the best possible outcome. She also had done a great job of saving outside of the company plan, and had a couple of rental properties that create a small amount of income annually. As you can see, she found her way to some very significant savings; not only in taxes, but also with Medicare premiums.
|No Conversion||Current Tax Bracket||Optimal Strategy|
|Projected RMDs||$2,183,437||$1,883,601||$ 0|
|Projected Medicare Premiums||$ 297,852||$ 315,286||$ 204,490|
|Tax Avoidance||None||$ 241,127||$1,450,407|
THE ROTHOLOGY™ SYSTEM
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