Tax-Deferred 401(k) Problem

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Education, Business, Investing

4.6 • 1.9K Ratings

🗓️ 5 December 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working?

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