Should I Do a Roth Conversion in a Year With a Large Expense?
Have a $50,000 or $100,000 retirement expense coming? See how major purchases, cash reserves, Roth conversion taxes, and future RMDs should be planned together.
Should I Do a Roth Conversion If I Still Have a Mortgage?
Still have a mortgage in retirement? See how mortgage payments, cash reserves, Roth conversion taxes, RMDs, and retirement income can compete for the same dollars.