Announcement

Collapse
No announcement yet.

Has anyone used David Graham, MD from FIPhysician for retirement advice?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • #16
    The Distribution phase is a bit more challenging but nothing you cannot learn
    Roth Conversions and Tax efficiency are the keys
    Michael Kitces writes about tax diversification in the distribution phase
    Most docs have large IRAS so the RMDS are what they are
    If you live in Florida you cannot gripe about paying 15-20 Federal up to around 400k AGI

    Comment


    • #17
      David Graham, from reading some of his articles at his site, seems to be quite knowledgeable and as an advice only advisor I would not be hesitant to use him
      read his blogs

      Comment

      Working...
      X