The "Florida Flip": Navigating the High-Stakes Strategy of Roth Conversions and Residency Audits
For many retirees, the dream of a massive, multi-million dollar nest egg is the ultimate sign of a successful career. However, as the balance in a traditional 401(k) or IRA grows, so does a ticking tax time bomb. When Required Minimum Distributions (RMDs) kick in, that wealth can trigger significant tax liabilities and unexpected surcharges,…
