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Old 08-19-2023, 03:15 PM
ElDiabloJoe ElDiabloJoe is offline
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I'm following my Fee-Only investment advisor's advice. She is also my CPA for tax filing. Since I was aged 50, she advocated opening a Roth and slowing moving funds each year from my IRA to a Roth, moving only as much each year as to not push me into a higher tax bracket for that year. Whole thing oughta take about a dozen years.
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Last edited by ElDiabloJoe; 08-19-2023 at 03:22 PM.