Nothing special.The couple has a relatively large Roth IRA balance. Does that present any specific planning opportunities (beyond the usual Boglehead wisdom)?
The main planning opportunity is how to transform the $2.5 million traditional into after-tax spendable at the lowest tax rates. See Whether, when, and how much to convert for more on that.
Statistics: Posted by FiveK — Sat Jul 13, 2024 4:13 am — Replies 5 — Views 768
