@JRretires wrote:
I will have an accountant and my financial advisor assisting me.
This is a discussion that you need to have with them.
You are right that this could be a good year to do a conversion or withdrawal. However, with no other information, arbitrarily picking $100,000 to pay tax before you need to doesn't make sense.
Knowing your age, when you plan on collecting Social Security, how much your Social Security will be, the total value of your Traditional retirement account, your plans, your goals, your needs, your wants and more all come into play with strategizing what to do with retirement funds. That is why you need to have some discussions with your tax preparers and financial advisor.
