I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”
Finance & markets
Tuesday, 8 September 2026
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Finance & markets
I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”