I plan to take my 1st RMD this year and some Roth conversion. Can I do these both in four parts or do I have to satisfy the RMD in its entirety before the conversion is done ? Also, since conversions must be done by Dec-31, I think I forfeit postponing any of the RMD until Apr of 2025, not part of my plan anyway. Lastly, I’m not 73 until late in the year but I will have taken 2 or 3 installments by then. I assume that’s not an issue but want to make sure I make no costly mistakes 🙂
Please Advise. Thanks,Ron