So, fun fact - if you go back to school and scrimp a bit so you can exist on a pension, you apparently have to stop contributing to your Roth IRA... 'cause a pension doesn't count as "earned income."
Now I gotta talk to the brokerage tomorrow and see if we can re-direct our 2023 contributions to our standard account. FML, our tax code is so screwy.
@Klaatu_Veratta_Nectarine Extremely. And if it can't get moved, we'll get slapped with a "retirement plan tax" for excess contributions... smdh.
@Synical that seems terrible.