Asset Optimization Blog - Ken W. Stone

Are you missing out on Tax-Free income from your IRA?

In Asset Optimization Case Studies by Ken Stone (September 28, 2008 3:18 am)

A strange question, isn’t it?  After all, you’re supposed to be taxed (as income) for money you withdraw from your IRA (or other qualified retirement account).
I was talking with a client last week about their financial situation.  They’re old enough so they’re forced to take the required minimum distribution from their IRA.  From the comments […]