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The simple examples above only illustrate the state tax impact, but federal tax implications will also apply. Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., Considering tax planning strategies to reduce the impact of the new MA surtax.
Do you have a plan in place for your retirement? For many people, the extent of their retirementplanning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirementplan. Some 457 plans can allow for Roth contributions and in-plan rollovers.
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. He has presented papers at conferences on topics such as investment fraud, risk management, and retirementplanning. Lee holds a Ph.D.
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