REDDIT 原始帖子
Multi-year tax planning
Biggest issue is planning forward for RMDs for multiple accounts, but especially for an inherited IRA. Improper handling of the inherited IRA's withdrawals could create quite a problem at the end of the ten-year period. I am hoping to find some simple…
Biggest issue is planning forward for RMDs for multiple accounts, but especially for an inherited IRA. Improper handling of the inherited IRA's withdrawals could create quite a problem at the end of the ten-year period. I am hoping to find some simple software or excel tools into which I can load various projections over ten years and do my best to avoid higher marginal tax rates. Thanks
已收录讨论
Just talk to a CPA and/or financial planner. They'll give you way more personal advice than a generic spreadsheet.
I think Boldin would work for this. Free 7 day trial I also hear folks recommending ProjectionLab
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