I’m 70, have $1.5 million in a 401(k), and just started Social Security. Is it too late for a Roth conversion?

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  • I’m 70 years old, have $1.5 million in a 401(k) and just started taking Social Security. Is it too late for a Roth conversion?
    If you find that your lifestyle is comfortable while relying on Social Security alone for income, you may not need to tap your 401(k) every year during retirement. Unfortunately, ...
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  • This big 401(k) change in 2025 could supercharge your savings. Here's why.
    The SECURE 2.0 Act increased the catch-up contribution for some employees to $10,000 or 150% of the standard catch-up contribution, whichever is greater. Since 150% of $7,500 is $11,250, that's the ...
    01/3/2025 - 5:00 am | View Link
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