Agreed as well here... It sounds like a lot, BUT I would guess based on the numbers you provided... once you have full SSI kicking in and with RMDs coming from the $400K split... You'll have around $80K coming in and owe $0 taxes on that... Plus a substancial Roth IRA you can take what you need and never pay addtional tax..
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Agreed as well here... It sounds like a lot, BUT I would guess based on the numbers you provided... once you have full SSI kicking in and with RMDs coming from the $400K split... You'll have around $80K coming in and owe $0 taxes on that... Plus a substancial Roth IRA you can take what you need and never pay addtional tax..
Post: Tax Smart Retirement
Link to comment from March 10, 2026