Right and the plan I'm working on with this AI prompt includes utilizing the tax code to maximize tax efficiency to withdrawal from retirement funds for Roth conversion ladders or other minimize future RMDs.

Reply to this note

Please Login to reply.

Discussion

We live in the future. Goal: Make sure my family has sufficient character, will and resources to pursue purpose, a piece of land, and a little time to see my son thrive. Land soon (no tm)

Exactly what's driving me to figure this out. More time with family and passion projects.