Published by WealthManagement.com on April 11, 2024 [View]

In this article, Income Discovery’s President & CEO, Manish Malhotra, highlights a common oversight among advisors. Instead of only doing year-end Roth conversions, advisors should integrate tax-targeted distributions from tax-deferred accounts throughout the year to optimize clients’ retirement income plans. To do this, advisors require retirement income distribution software that goes beyond traditional tools and seamlessly integrates with portfolio management systems, offering substantial potential value through these tax-optimal strategies.

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