KBBS principal Scott Benner spoke with Ben Mattlin of Financial Advisor Magazine for an article about 2024 required minimum distributions.
“And this year isn’t the best time for Roth conversions—they’re best done in lower RMD years. . . High-distribution years like 2024, in fact, show how such conversions smooth taxation over five to 10 years,” said Scott Benner.
Read the full article at Financial Advisor Magazine.