“You can set up a TRIS with 300,000... then roll back your existing one... accounts got 600,000 and then you start a new one with 600,000”

Martin McGrath · Retire Right · 441 Transition to retirement, death tax, recontribution strategy, sell house to travel + more

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5:29

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What was described

set up a TRIS with 10% withdrawal, then roll it back to accumulation and combine with an inheritance to create a larger TRIS

10% withdrawal, example balances 300,000 then 600,000

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