Farrell: Complex tax strategies call for due diligence

  • by: CHRIS FARRELL
  • Updated: July 5, 2014 - 2:00 PM

Q: My wife and I are retired boomers with decent defined-benefit pensions. We don’t really need the money in our qualified (tax-deferred) savings to live on, so we would like to minimize the tax hit of cashing in and pass it on as much as possible to the kids and grandkids. Our current balance is $188,000.

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