Home » I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?

I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?

August 15, 2026August 16, 2026
I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?

This post was originally published on this site.

“I don’t expect my marginal tax rate to be materially different in the future.”
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