End of the Year Roth Conversion

I turned 59½ this year. As we get close to the end of the 2025, that means we now have a green light into our 401Ks. With paid corporate board work behind me, our income has dropped sharply—in a good way. No W-2s, no consulting, just modest interest and dividends. We’ve been living off cash from selling our rental property, which has pushed our federal … Continue reading End of the Year Roth Conversion