Opher Ganel
Mar 13, 2024

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OK, I did a little reading and it seems that the rule change forces people with over $10 million in a Roth to withdraw the excess, but the forced withdrawal is not taxable. https://www.cnbc.com/2021/11/05/billionaires-may-be-spared-big-ira-tax-bill-in-build-back-better-plan.html

And I very much doubt I'll have that particular problem... 😁

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Opher Ganel
Opher Ganel

Written by Opher Ganel

Consultant | systems engineer | physicist | writer | avid reader | amateur photographer. I write about personal finance from an often contrarian point of view.

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