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Financial401k
#RI-6a6b0271
5 months ago
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Lookback period: 1 year later

"Convert traditional to Roth 401k"

0

Considering conversion strategy for ~$500k in traditional 401k

What I wish I knew
"Tax implications of annual conversions"
If I could tell you one thing
"Evaluate income bump before each conversion"
5/10
Significant downsides.
Complicated feelings about the outcome.
No regretMixedDeep regret
Financial Category Average
?%
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Impact
-
Financial and Psychosocial impact distributions for this subset.

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