Retirement Tax Planning: A Coordinated Approach for Ages 55 to 65
A guide to retirement tax planning for pre-retirees 55 to 65, covering withdrawal sequencing, Roth conversions, RMDs, and tax-efficient giving.
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The Manetta Wealth Blog.
Insights on financial planning, tax strategy, estate decisions, and the stuff no one else is talking about.
Roth Conversions in Your 50s: The Path to Never Taking an RMD
How pre-retirees aged 55-65 use Roth conversions to eliminate future RMDs, control their lifetime tax bracket, and lock in tax-free retirement income.
Your Estate Plan Isn't Done Until Your Heirs Understand It
Most estate plans fail in the handoff, not the drafting. The three things pre-retirees should check now: beneficiaries, the ten-year rule, and the handoff itself.
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Retirement Tax Planning: A Coordinated Approach for Ages 55 to 65
A guide to retirement tax planning for pre-retirees 55 to 65, covering withdrawal sequencing, Roth conversions, RMDs, and tax-efficient giving.
Thomas Manetta, MSFASeptember 2, 2026Roth Conversions in Your 50s: The Path to Never Taking an RMD
How pre-retirees aged 55-65 use Roth conversions to eliminate future RMDs, control their lifetime tax bracket, and lock in tax-free retirement income.
Thomas Manetta, MSFAAugust 22, 2026Your Estate Plan Isn't Done Until Your Heirs Understand It
Most estate plans fail in the handoff, not the drafting. The three things pre-retirees should check now: beneficiaries, the ten-year rule, and the handoff itself.
Thomas Manetta, MSFAAugust 15, 2026
The Retirement Tax Trap Most 55-to-65-Year-Olds Don't See Coming
Your tax bill can rise after you stop working. How tax timing between 55 and 75 quietly decides how much of your retirement savings you actually keep.
Thomas Manetta, MSFAAugust 8, 2026
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Thomas Manetta, MSFAOctober 5, 2023
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Thomas Manetta, MSFAOctober 1, 2023Ready to See If We’re a Fit?
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