Not nearly enough info. I read your other thread and you have 1.5M in pretax accounts and that doesn't include your wife's accounts.
Also, your 457b is non-governmental, what are the withdrawal rules for it?
To even get started, how much do you have in each account. Any pensions? Expected social security?
How much do you live on? Are you planning on passing on extra to heirs? Are you planning on giving heavily to charity? Are you planning on living on as much as your portfolio can provide? Do you have a taxable account?
How you answer has a large affect on whether contributing Roth might be the right thing to do.
Also, your 457b is non-governmental, what are the withdrawal rules for it?
To even get started, how much do you have in each account. Any pensions? Expected social security?
How much do you live on? Are you planning on passing on extra to heirs? Are you planning on giving heavily to charity? Are you planning on living on as much as your portfolio can provide? Do you have a taxable account?
How you answer has a large affect on whether contributing Roth might be the right thing to do.
Statistics: Posted by slow n steady — Sun Mar 02, 2025 10:54 pm