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re: What amount do you save per month?
Posted on 2/29/24 at 12:59 pm to Tifway419
Posted on 2/29/24 at 12:59 pm to Tifway419
quote:
Other than SoSEPP, which we probably wouldn’t use over the taxable brokerage, are there any other strategies you are aware of to bridge the income gap from 50 until 59.5?
Roth Conversion Ladder, but then you will be paying your current maximum marginal income tax rate (probably 22% +) on the conversion to avoid what may be some 10%-12% rates if you used SEPP on traditional deferred retirement assets.
Edit: on the other hand, marginal rates may go up when the Trump tax cuts sunset, so the math could change, probably for the worse.
This post was edited on 2/29/24 at 1:00 pm
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