October 2, 2017

Financial Advisor magazine spoke with Tax Partner John Mezzanotte about how to help clients save taxes on required minimum distributions from IRA accounts.

Financial Advisor

By Jeff Stimpson

Featured John Mezzanotte, Partner, Tax & Business Services

Related Services Tax & Business, Tax Return Compliance

Financial Advisor magazine spoke with Tax Partner John Mezzanotte about how to help clients save taxes on required minimum distributions from IRA accounts. Tax & Business

Excerpt:

Says Mezzanotte, “Roth IRA owners enjoy tax-free accumulation of income and have no RMDs. The taxable portion of the IRA balance converted is taxed as ordinary income that year.”

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Featured

John J. Mezzanotte

John J. Mezzanotte

Office Managing Partner

  • Tax & Business
  • Greenwich, CT