Why not for maximizing Roth IRA balance and then investing in JEPI/JEPQ? The money thrown off as income would be completely tax free right? Say you have $2.5M in Roth that meaning between $200k - $250k tax free income yearly with some principal growth also likely. Wouldn’t it make sense to roll as much money as possible into the Roth as a strategy?
Statistics: Posted by adave — Wed Jun 19, 2024 7:17 pm — Replies 2 — Views 171