Craig Toberman Featured in Kiplinger to Discuss Ways to Lower Your Taxes on Required Minimum Deductions
Craig Toberman discusses ways to lower your taxes on minimum distributions with Sandra Block for the article “Lower Taxes on Required Minimum Distributions” in Kiplinger.
“The beauty of a Roth conversion is that it gets the money into a wrapper that will grow tax-free forever,” Toberman says. “Even if tax rates double in the future, it has no impact on a Roth because two times zero is zero.”
Do you want to discuss ways to lower your tax liability with tax planning? Book a call with Craig.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.