Sign up, and you'll be able to ignore users whose posts you don't want to see. Sign up
Dec 18, 2024
11:10:33am
TeeKaa All-American
Depends on the tax bracket you’d be in now with the added distributions

Usually you would take into consideration your retired tax bracket.  If it's lower than now, then wait and layer distributions to maximize your benefit at the lowest tax bracket.

at the end of the day, it may not pay to do a backdoor rollover.

TeeKaa
Bio page
TeeKaa
Joined
Jun 11, 2003
Last login
Dec 18, 2024
Total posts
10,770 (178 FO)