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Roth Conversion During Retirement

Submitted by kiphartk@hotmail.com on 5 March 2010 - 5:33pm

I am 60 and retired. Since I am hoping to hold off taking Social Security as long as possible, my income will be much lower over the next ten years than later. Consequently, I plan to move some money from my 401K account to a Roth over the next ten years. At the same time, I will be needing to also withdraw some retirement money for living expenses. (At least, ESPlanner runs show that balancing 401K withdrawals with using up my taxable assets is the best course.) I can't see any way in ESPlanner to have both Roth contributions and 401K withdrawals over this time. Is this (still) true?

‹ Health Saving Account Withdrawal before age 59 1/2 ›
Submitted by Dick Munroe on 6 March 2010 - 6:47am.
1

Yes.

Best,

Dick Munroe

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