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Reply to "If you knew you would inherit $6M, would you do things different?"
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[quote=Anonymous]No, I am in a similar position and we do not take vacations that we can't currently afford. You never know what end of life needs may be and the stock market might crash or whatever. One thing I did do was a bunch of roth conversions as I believe much of the money is tied up in IRA's and you now have to take that distribution over 10 years. My spouse is also expecting a large pension and our own retirement is well funded, so it is likely still a favorable move long term even if the inheritance doesn't pan out. [/quote]
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