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Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358

Your Money, Your Wealth

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How to Convert 500 Thousand Dollars to a Rafahi Over Five Years

If you have a 500 thousand dollar iran san hal, that would be in the 22 % bracket. You're sayingng, hay, i'm going to wait for that lump sum. And who knows how large a, you know, if you take it out early, or whatever, your income sources are going to be? Maybe it makes sense to take the lump sum now, roll it into an i r a, have a globl diversified portfolio, and convert all the way through from 59 to age 72. Right? I agree.

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