Hey Phil,I talked to my friend and he was absolutely ecstatic about your recommendation to do a Roth conversion. Fortunately, he has an existing Roth which he established well over 5 years ago, but has not been able to fund while he was employed. I will also ask him to calculate if there is any impact on the taxation of his SS benefits as noted by the previous poster.I have followed this board daily for ~ 10 years and I want to personally thank you for all the learned information which you freely and sometimes humorously provide to all us Fools who are often overwhelmed and lost in the infinite maze of IRS regulations and tax laws.Sincerely,RichArizona Posted & PM'd
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