Talk of The Villages Florida - View Single Post - Inheriting non-spousal annunity
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Old 08-18-2021, 02:18 PM
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dewilson58 dewilson58 is offline
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Quote:
Originally Posted by CoachKandSportsguy View Post
there are two points of view in this type of financial decision TAX MINIMIZATION and INCOME MAXIMIZATION

USA a CPA/tax expert for the tax minimization. Most CPA's primary goal is to minimize taxes on events which may or have happened. Minimizing taxes is good, but can be counter productive to future income or investments.
Ouch, that hurt.
As a guy with plenty of C's, the goal is to Maximize After Tax Net Worth.
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