Clueless on taxes should I move things around?
Clueless on taxes should I move things around? I am admittedly naive when it comes to taxes and best course of action to minimize taxes paid in the future. My spouse and I will be fortunate enough to be earning a combined pension of approximately $22K a month when the time comes. We are lower end of 40’s and both max out our tax deferred retirement accounts. I’m nearing $400K while she is ne…