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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Retirement Investing
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Author: WEBspired ✭  😊 😞
Number: of 1281 
Subject: Re: Take Early Non-Roth distributions?
Date: 01/15/26 8:52 AM
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Thanks IP for your thoughtful response & the QCD info. We are wired the same way it appears. I did 3 additional large conversions upon retirement over 3 years, last one being 2024. My Rollover IRA is managed via SMA (they are doing well) and that also makes it more awkward and less tempting to withdraw those funds earlier than necessary. Funny, it’s 50/50 wrt ratio of my Roth IRA/Rollover IRA assets. Fortunately, could be a lot of worse problems to figure out. Did you sit down with an advisor or just research it in your own wrt these decisions?
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This community has written 1,207 posts about Retirement Investing. The article-length ones it recommended most:
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