‘I really do not need the funds.’ I’m 72 and facing RMDs in mere months, but I don’t need the money or want the taxes. What’s my move?
Question: “I will turn 73 in June and I don’t know when I should take my first RMD. I really do not need the funds and would like to move them from the present 401(k) account and open a Roth account. My concern is that I’m not sure what my options are to pay the