I'm breaking down
-How to prioritize withdrawals from your Traditional IRA, Roth IRA, and taxable accounts.
-How to use Roth conversions (and how much to convert) to lock in a lower tax-rate.
-Why you might want to sell your winners (0% capital gains aren't bad).
-The most effective way to pair charitable donations with Roth conversions to make your deduction even better.
-Investing strategies for managing your taxable income (dividend payers in taxable accounts aren't efficient).
To learn more, check out plentifulwealth.com