Financial Planner James Bremis was recently quoted by Financial Planning in the article "5 strategies to make retirement savings last."
He shares his insights on how a Roth IRA is unique in allowing savers to pay taxes up front, which can set them up to blunt taxes in the future. Bremis explains how "moving money out of accounts with required RMDs makes economic sense" to avoid making payments on tax bills from the distributions. A Roth IRA could set affluent people nearing retirement up for success, he shares.
Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax and regulatory requirements.
Read the full article featuring Bremis here.
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