Retirement Case Study: Age 60 With $2M In Pre-Tax 401(k)

Financial PlanningRetirement PlanningIncome Taxes401k
Written By JP GEISBAUER

  • I’m 60 with $2M pretax in 401k! How Do I Minimize Taxes?

  • Where Should I Take Money From First?

  • How Will Strategic Roth Conversions Save Taxes Over My Lifetime?

  • How Can I Reduce The Taxes Associated With My Required Minimum Distributions RMDs?

Presented by Irvine based Financial Advisor JP Geisbauer,CPA, CFP®, of Centerpoint Financial Management.

About the presenter:

JP Geisbauer is a Certified Public Accountant, a Certified Financial Planner ®, and the founder of Centerpoint Financial Management, LLC, a financial planning, investment management, and income tax planning firm located in Irvine, CA. JP Geisbauer is dedicated to helping California-based business owners and executives transition into retirement. He has been quoted in many news outlets including Forbes, Newsweek, US News & World Report, MarketWatch, YahooFinance, CNN and NerdWallet.

Need help with your transition into retirement? Schedule a complimentary 30-minute call with JP here.

Disclaimer:

This content is for general information and educational purposes only. Nothing contained in this content constitutes individual financial, investment, tax, or legal advice. Before taking any action on any topic discussed in this content, consult with your own financial planner, investment advisor, tax professional, and/or attorney for advice on your specific situation.

JP GEISBAUER
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