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Personal Investments • Pay off mortgage to free up room for a Roth conversion?

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Inherited (taxable) IRA 600K which must be depleted by 2034
This is a massive factor. Had the deceased reached RMD age before passing? The IRS just in the past day or so released the finalized rules for taking RMDs on inherited IRAs within the 10-year period set by the SECURE acts. Make sure you are accounting for that in your bracket space.

Statistics: Posted by Walkure — Fri Jul 19, 2024 12:19 pm — Replies 25 — Views 1424



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