No. of Recommendations: 0
Thanks for all the replies. I guess my initial thoughts about converting the IRA to the Roth was NOT having to pay taxes or RMD. It seems like the consensus is to wait until I'm in a lower tax bracket to make any moves, and delay SS until later too. I also like the suggestion to add 50 to my recent tax return and see where that would put me..thanks...that was the ballpark I was looking for. So far I've done all my investing without the "professionals" after getting badly schooled with a VUL with AMEX. I was so po'd I delved into the Fool and others and have done quite well (as has the market) the last 15 years or so, I'm just hesitant to go to a "Tax adviser" ie another "professional"
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
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.