I’m 63 and a retired CPA. I have a $1.2 million 401(k). Do I need a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”
“I don’t expect my marginal tax rate to be materially different in the future.”
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Why it matters
This is routine personal financial planning advice with no direct impact on credit markets or professional finance practices.
Sources
MarketWatch
I’m 63 and a retired CPA. I have a $1.2 million 401(k). Do I need a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”