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Author Topic: My Scenario  (Read 1741 times)

arizonawildcats

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My Scenario
« on: April 22, 2018, 10:56:13 AM »
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« Last Edit: May 31, 2018, 10:30:34 PM by arizonawildcats »
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MDM

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Re: My Scenario
« Reply #1 on: April 22, 2018, 12:33:23 PM »
Looks doable.  You may want to use a Roth pipeline instead of a 72t - see How to withdraw funds from your IRA and 401k without penalty before age 59.5 for more.

Whether to take the pension at 62 or 65 is a close call, so whichever you choose should be fine.  Might depend on how having $21K more space affects your ability to do Roth conversions in those three years.
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