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Personal Investments • When to Roth

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65.5 years old, Medicare
Wife 64, ACA
SS to start in 3.5 years
No Roth
IRA that will incur IRMAA with RMD


I had just about decided on large Roth conversions for the next couple of years to stave off IRMAA and hedge a return to higher tax brackets when I had this thought: I could wait to Roth until a significant stock market crash. That would be quite a hedge

Crazy thought ?

Statistics: Posted by EricGold — Sat May 04, 2024 6:41 pm — Replies 1 — Views 66



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