Married in Their Mid-60s - Just Retired

The Client

Just testing this section!

The Solution

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The Numbers

No Conversion Current Tax Bracket Optimal Strategy
Projected RMDs $2,835,698 $1,306,369 $ 38,181
Projected Medicare Premiums $ 367,301 $ 324,176 $ 232,360
Tax Avoidance None $ 459,029 $1,784,828