Post #251 by WEBspired on the Retirement Investing board

Personal Finance Topics / Retirement Investing

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Retired recently and I met with my CPA and he advised to convert 1/6 of my total intended conversions (age 57) from my traditional/rollover to my Roth and repeat over the next 6 years to stay under IRMA penalty. My plan is to trim equities in brokerage acct until such time I am forced into RMD of a small residual rollover IRA and then tap into SS @70 and the Roth in my 70s and beyond, but I’ll noodle over it more as that time nears. Sound reasonable?

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