Personal Finance (Not Investing) • Re: IRA Draw Down Strategy to Reduce RMD

That long term plan should be based on

... total taxes paid or final after tax assets as the figure of merit [for a given spending plan, or maximum spending for a given final after tax assets].

I included the part you striked out to leave room for QCD (I call IRMAA a tax)

Statistics: Posted by EricGold — Fri Jun 21, 2024 1:41 am