Evaluating the 22% to 24% Tax Bracket Jump for Strategic Roth Conversions for High-Net-Worth Retirees | Episode 31
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Evaluating the 22% to 24% Tax Bracket Jump for Strategic Roth Conversions for High-Net-Worth Retirees | Episode 31
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Episode 31 analyzes why high-net-worth retirees should consider intentionally filling the 24% tax bracket to protect against future 32% RMD spikes and surviving spouses tax rates increasing when going from Married Filing Jointly to Individual Filing. Garrett Crawford, CFP® details the math behind the 2% decision and how to identify these opportunities before the December 31st deadline.
Request a 5 step framework for annual tax planning for High-Net Worth Retirees between $2M-$8M:
https://www.retirementtaxmatters.com/checklist
(00:00) – Intro: Masters Weekend & CPA Nose to the Grindstone Season
(02:21) – The $2M-$8M Niche: Why High Net Worth Doesn't Mean High Spending
(05:10) – Understanding No Man's Land: The 22% vs. 24% Tax Brackets
(06:55) – The Psychology of Saving vs. The Reality of RMDs
(10:15) – The Six-Figure RMD: How Compound Interest Becomes a Tax Liability
(11:55) – Navigating Medicare IRMAA Surcharges and Roth Conversions
(14:15) – The Age 65 Window: Converting Without IRMAA Penalties
(16:10) – Opportunity Identification: Using the Year-End Tax Planning Checklist
(18:45) – Why Rule of Thumb Doesn't Replace Personalized Tax Planning
Read our full disclosures here: https://www.retirementtaxmatters.com/disclosures