TITLE

Creating a Comfortable Homestretch

AUTHOR(S)
Supper, William J.; Cocozza, Christopher R.
PUB. DATE
September 2008
SOURCE
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p40
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses investment strategies for retirement, examining retirement plan contributions and distribution strategies for people at the age of retirement. The 20-40 years after an individual retires has to be well-accounted for when investment planning, the authors indicate. Other topics include federal and state income tax impact analysis, marginal tax rates for high net worth taxpayers, and the benefits of converting to a Roth IRA (Individual Retirement Account) from a traditional IRA.
ACCESSION #
34262453

 

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