I plan to convert 300K at the 22% bracket over the next 5 years. I suspect it is a wash tax wise for me. I have a spouse that I expect to outlive me and I want to void an RMD bomb for her. (Of course if it is due to huge gains in the stock market I am OK with that.). I also want to have the ability to look poor to the government if I need to.
Statistics: Posted by creme_gold — Sat Jan 11, 2025 3:42 pm