rule of 55, SEPP, roth conversions, medicare….
rule of 55, SEPP, roth conversions, medicare…. My parents are not sure how much longer they can keep up with their jobs and are starting to talk retirement/early-retirement/semi-retirement. I’ve been looking into some more detailed particulars to see how it might work. They have the assets to do it, but I’m to confirm a few questions related to the retirement accounts. The rule of 55. As I …