Post #405 by weatherman on the Retirement Investing board

Personal Finance Topics / Retirement Investing

Unthreaded | Threaded | Whole Thread (2)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 0

if you dont NEED to use the money, any Roth will keep compounding tax free as long as you can keep it.

just check ~twice a year how close you may be getting to extra taxes for a lump withdrawal. if the Roth remainder would hit your tax triggers in +1 year, take out a modest amount in the current year. dont forgot early SS income and taxfree Munis also impacts IRMAA.

again, this is important only if you feel you may need to take whatever lump remainder out entirely in a single future year.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (2)

Prev | Next

Announcements

Retirement Investing FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.