Retiring at 61 with no Social Security yet creates a 12-year window to convert a $1.4M 401(k) into a Roth at voluntarily chosen tax rates. Converting $240,000 annually keeps a couple inside the 22% ...
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The Roth conversion strategy affluent couples over 60 are using to drain a $1.4 million 401(k) before RMDs begin
A married couple, both 61, just walked away from W-2 income with $1.4 million in a traditional 401(k). They plan to defer Social Security until 70. That decision, paired with the fact that required ...
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