Thanks for the replies. This will be a transitional year for me. For the next few years, I am currently planning to take enough distributions to keep my AGI just under the Medicare IRMMA level to take advantage of relativity low tax rates.
That will not be possible when I reach the RMD age.
On a side note, I have been looking for advisors for a while and have been mainly unimpressed. But I will keep looking.
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