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BUSINESSAug 15 · 12:00 UTCMARKETWATCHQuentin Fottrell

I’m 63 and a retired CPA. I have a $1.2 million 401(k). Do I need a Roth conversion?

A 63-year-old retired CPA and account holder of a $1.2 million 401(k) is questioning the necessity of a Roth conversion. The individual stated that they do not anticipate their marginal tax rate changing materially in the future.

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CPAtopic$12 milliontopic401(k)topicRoth conversiontopicmarginal tax ratetopic
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I’m 63 and a retired CPA. I have a $1.2 million 401(k). Do I need a Roth conversion? · The Nexus