Okay so I retired last June, have no income other than investment income, and just did my first Roth conversion of $14,600, equal to my standard deduction (will be filing Married Filing Separately for several reasons for the next few years).
I know it's a little thing and probably sounds silly but I am quite proud of myself. Fidelity makes it very easy and the balances adjust instantaneously.
It looks good to see my Roth bump up a little. It's the smallest of my accounts since I've had to file as MFS for quite some time and thus have not contributed to said Roth for said quite some time.
I know it's a little thing and probably sounds silly but I am quite proud of myself. Fidelity makes it very easy and the balances adjust instantaneously.
It looks good to see my Roth bump up a little. It's the smallest of my accounts since I've had to file as MFS for quite some time and thus have not contributed to said Roth for said quite some time.
Statistics: Posted by Charles Joseph — Thu Jan 04, 2024 1:32 pm — Replies 7 — Views 303