Louis Kokernak

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Last quote by Louis Kokernak

Most of my clients have accumulated significant assets in taxable accounts that can fund expenses in the early years of retirement. These joint taxable accounts could generate a lot of cash with minimal tax liability by selling securities with a high-cost basis and then opening Roth accounts.feedback
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Jun 28 2017
We found 1 article in which Louis Kokernak said something. The most recent Louis Kokernak’s quote is: “Why not pay some taxes in early retirement, while the couple's tax burden is relatively low? In effect, they are redistributing assets from their traditional IRAs and 401(k) plans early to take advantage of their lower tax liability in early retirement.”. In addition, all sources we refer have quoted Louis Kokernak 2 times. On this page, you will find all of Louis Kokernak’s quotes organized by date and topic.
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