Dan Loehr - 1/28/2019 13:31
Thanks to all I pretty well knew what I should be doing BUT this decision has been much harder than selling grain Haven't did anything but buy stocks and Mutual Funds FWIW this will be my first sale -of mutual funds- Guess I need to look at my IRA money mutual funds and move some of it to less aggressive areas At 65 not that far from forced taking of IRA money
Appreciate NAT help --try to help when I can Dan One thing I wish I'd done at 65 was some Roth conversions with that IRA money. Of course that is subjective to a persons personal tax situation. The idea is to help avoid the so called 'tax torpedo' when you hit RMD's.
https://www.onefpa.org/journal/Pages/JUL18-Understanding-the-Tax-Tor... |