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To: enumerated

If you have a 401K you also have to factor in the Required minimum distributions, and the tax impact if you’re also taking Social Security.


43 posted on 05/14/2025 1:21:49 PM PDT by dfwgator (Endut! Hoch Hech!)
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To: dfwgator

One thing I annoy my friends about...

Don’t wait to convert a standard 401k to a Roth. It’s not something you can do in a year. You need to be thinking 5+ years ahead, plan for it, and manage it in an optimal fashion.


76 posted on 05/14/2025 2:17:19 PM PDT by Capn Hayek (Capital is not responsible for Labor's lack of planning)
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