Quote:
Originally Posted by heims01
For the sake of those readers in their younger stages of retirement, the advice from some financial planners is to do Roth conversions prior to RMD. Watch your tax bracket and convert as much as possible prior to that first RMD year. Who knows, the laws could change and it may not matter how well you plan. Sorry if this has already been mentioned.
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That is excellent advice. I was doing exactly that. I wish I had done more. Time got away from me.
Anybody in this boat should take note.
Boomer