Roth Conversions:
If we are making annual Roth conversions within our tax bracket (age 77) – what should those monies be best invested in (i.e. equities vs fixed income)?
Terry Says
That depends on your entire financial picture and your other investments. I know you’re checking your tax bracket — but are you checking your Medicare Part B and D price brackets?? Just about to post a column about IRMAA!~!
If you don’t have a fee-only FIDUCIARY advisor to cover these issues, check out the link to Wealthramp on my website.
