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Personal Investments • Re: Roth conversions to 32%, 35% tax bracket?

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Along these lines, I am 67, single, no children, live in California and still working. I make pre-tax contributions to my 457b of about $24,000 each year. I currently have about 2.5 million in my retirement accounts, aside from a pension and SS.
About 53% of my total savings are in taxable IRAs/457b accounts.

I plan to work 2-5 more years and will likely have to start paying RMDs. I would like to do ROTH conversions but I'm probably in the 32% tax bracket.

Any thoughts?
My thought is to post this in a separate thread, because it's now very confusing to know whether replies are being made to the OP or you.

Statistics: Posted by tibbitts — Sun Sep 29, 2024 9:25 pm



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