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financeretirement
#RI-6a0e9546
10 days ago
1
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Lookback period: 59.5 years old

"maxing Roth for 18 years"

0

realized need for non-Roth monies to RE without tax penalties

What I wish I knew
"keep Form 5498s for contributions"
If I could tell you one thing
"consult fee-only fiduciary for guidance"
5/10
Significant downsides.
Complicated feelings about the outcome.
No regretMixedDeep regret
finance Category Average
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Impact
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Financial and Psychosocial impact distributions for this subset.

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