samsnow25 wrote:For MFS, the contribution limit for Roth is 0 for AGI >=10,000.
On a separate note, I plan to start diverting funds from some of my CDs to I-Bonds as they mature rather than adding more and more of new money to I-bonds.
samsnow25 wrote:2. I think I should adjust going forward and with new money (10k) except for the one time swap between 401k and Roth.
samsnow25 wrote:Any major flaws in this plan?
No, I don't see any major flaws. Yes, I think you have a hankering for the munis.
How are you going to categorize the $30k you currently have in I Bonds?
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