I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”
I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?
Markets Brief, UK brief (2026-08-15): I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion? “I don’t expect my marginal tax rate to be materially different… Primary source: original at MarketWatch (marketwatch.com).