Resident State

Gender Male Female

Health Excellent Good Fair Not good

Income Legacy Both Qualified Plan Transfer The IRA Time Bomb Roth Conversion RMD Redirect SFI RMD Qualified Plan Buyout Defined Benefit Planning Maximization/Buyout Qualified plan maximization "401h" Tax free triple play

Married

spouse children charity

Current Tax Bracket 24% 32% 35% 37%

Assumed Future Tax Bracket 24% 32% 35% 37% 40% 45% 50%

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