Dossier
marginal tax rate
Coverage of marginal tax rate in the Nexus archive.
- 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.