Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Please direct me somewhere on this.

I am 62, retired, married, (spouse is 75 and retired and taking his IRA RMDs).
I have a couple of 401Ks still in the employers' plans -(combined value $140K).
We don't need more annual income for our lifestyle.
Not looking to leave $$ to heirs.
All conditions as they are now, I don't see our tax situation/bracket changing in next 10+ years.
Is a rollover IRA or a taxable brokerage account a better plan for my 401K funds?

(The answer is probably not so simple but I'll take all comers.)

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.