I'm 69, Taking Social Security and Have $815k in My 401(k). Is It Too Late for a Roth Conversion?

By Yahoo! Finance   |   1 year ago
I'm 69, Taking Social Security and Have $815k in My 401(k). Is It Too Late for a Roth Conversion?

A Roth conversion can be done at any age, offering tax-free withdrawals and bypassing Required Minimum Distributions. However, it's crucial to consider tax implications, impact on Medicare premiums, and estate plans. Consult a financial advisor for personalized advice on this strategy.

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