I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”
Similar Posts
Reader Mailbag: More Payouts Every Year
Two weeks ago, Robert left a comment that asked me to name my five favorite dividend stocks that pay monthly. I can easily rattle off my five favorite dividend stocks right now, but none of them pay out monthly. Two monthly payers that come to mind are both above my target buy-up-to price. And one…
Rob Gronkowski and Camille Kostek Unveil Party-Ready Backyard Makeover
Former NFL star Rob Gronkowski and his longtime partner, Camille Kostek, are making some major updates to their longtime New England home—including a dramatic transformation of their picturesque backyard that has turned the space into the perfect spot for hosting friends and family. The couple, who have been dating since 2013, when he was playing…
Broker, UAD 3.6, Property Tax, MISMO President’s Observations; BSI’s Larry Goldstone Interview
Broker, UAD 3.6, Property Tax, MISMO President’s Observations; BSI’s Larry Goldstone Interview Here at the ACUMA event in Las Vegas, credit unions are definitely on the march for market share in a decreasing residential volume environment, given their place in the consumer’s financial landscape (“food chain”). Some of the conversation is focused on…
GM, Chinese automaker extend tie-up amid geopolitical tensions with US
Workers assemble cars at a car plant of SAIC-GM-Wuling in Qingdao city in east China’s Shandong province, Feb. 5, 2025. ZHANG JINGANG | Future Publishing | Getty Images DETROIT — General Motors and China’s SAIC Motor have extended a decadeslong Chinese joint venture that was set to end next year, the U.S. automaker said Tuesday…
Why energy stocks still look so cheap, even after their big rally this month
Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear attractive.
