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Business

I’m 63 and a retired CPA. I have a $1.2 million 401(k). Do I need a Roth conversion?

MarketWatch · August 15, 2026 at 8:00 AM

I’m 63 and a retired CPA. I have a $1.2 million 401(k). Do I need a Roth conversion?

“I don’t expect my marginal tax rate to be materially different in the future.”

Read the full article on MarketWatch ›

5News aggregated this summary from the outlet’s public feed. The full article, with all the context, is on www.marketwatch.com — the content belongs to MarketWatch.

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