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Author: Donna405 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76082  
Subject: Re: Wade Pfau: 3% is the new 4% SWR? Date: 3/3/2014 12:49 AM
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Hi, there. I already converted all but about $12,000, including cash, into my Roth a few years ago. Actually, it was accomplished in 2010, when I could split the conversion into tax years 2011 and 2012. Now, all I have left are cash and my one COP stock. So, there's little to convert, and I don't want to split the stock. Hopefully, my income will be such that I will remain in the 25% bracket. At least that's what it looks like now. In addition, I have a loss on some rental property I sold in 2013, of which I can only take $3,000 per year.

Donna
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