Married couple with 5 mil saved in 401k, tIRA. DH55, DW50. Pension at 65 with 50K/year, SS at 70 with 80K current dollar. Need to do Roth conversion now to reduce future RMD tax. What's the best tool to use?
Statistics: Posted by WhiteMaxima — Fri Jun 21, 2024 5:33 pm — Replies 3 — Views 207