Originally Posted by
ThumbsUp
If you’re 59.5+ or even close, this is a slam dunk. If you’re farther away, you are probably better off taking the tax hit and just investing it in something with a better return, unless you are a relatively conservative investor. That is a very person-specific calculation, though, so each person would have to run that for themselves.
I'm in that demographic as are my friends. It's a no from me and most of my friends as the RHA stop for 2-3 yrs have hit us hard. We lived through the lost decade as FOs and are just now reaching WB CA so we don't have the recommended $315k RHA accounts. And yes I have tric care