Finance401k
#RI-6a6b0271·9 months ago·
4
“Convert traditional to Roth 401k”
What Actually Happened
Considering conversion strategy for ~$500k in traditional 401k
What I wish I knew
"Tax implications of annual conversions"
Advice to Someone Facing This Now
If I could tell you one thing
"Evaluate income bump before each conversion"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
15%
of Finance decisions land in the mixed band the same as this one.
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