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financialRetirement Planning
#RI-69f848e1·5 months ago·
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Lookback: 15 years

Consider 401k value threshold for Roth conversion

Withdrawing significant amounts from 401k without considering Roth conversion

What I wish I knew
"Consider tax implications of RMDs"
If I could tell you one thing
"Evaluate 401k value and tax bracket before deciding on Roth conversion"
0
6/10
Clear regret.
The downsides outweighed what was gained.
SettledMixedSevere

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financial Category
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