Asset Protection Peace of Mind Assessment Tool If you have significant assets in Retirement Account (i.e., an IRA or qualified retirement account, such as a 401(k), Thrift Savings Plan, or qualified annuity) and are trying to determine whether to withdraw some or all of those funds and transfer the after-tax funds into a Living Trust … Continue reading IRS Tax Brackets, Retirement Account Withdrawals, Strategic Tax Bracket Management, IRMAA