Personal Investments • Tax deferred or Roth for pensioners with significant tax deferred account

+1 to tax deferred.

Rough calculation, if you have 5M in tax deferred 401k/IRA then RMD can be approximately 200k assuming 4% rate.

200k + 120k pension + extra will still be below 24% tax rate which is about 412k of income for married folks.

Statistics: Posted by babystep — Wed Jun 19, 2024 11:13 pm — Replies 2 — Views 170

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