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Article or White Paper Article or White Paper  2020 Year-End Tax Planning for Aerospace & Defense Industry Executives 2020 has been anything but a normal year and fortunately there are also unique tax and retirement planning opportunities to be aware of for Executives in the Aerospace & Defense Industry.  “Sweet Spot” for Lockheed Martin Retirees to Maximize Roth IRA Conversions and Dramatically Increase Retirement Portfolio With the recent market losses, current low tax rates and extended age for Required Minimum Distributions (RMDs), now maybe a “Sweet Spot” for Lockheed Martin retirees whose RMDs have not yet kicked in. By making systematic Roth IRA conversions, these retirees can minimize their taxable rollover IRAs and build substantial Roth IRAs with tax free distributions for them and their beneficiaries.