Originally Posted by
Planetrain
Two other tax ideas:
1) say you’re single and plan on getting married: roll some of your single income to the following year when married to take advantage of married tax brackets.
2) Moving from a high state income tax state to a lower one? (eg NY/CA to FL, WA, TN) Roll some money to the future tax year and avoid state taxes.
Get competent tax advice before trying option 2. Lump sum distribution can trigger state income tax in the state where the money was earned.