I did the above early in the year, checking off one item on the 2024 Financial Planning list.
Next on the list is converting some of my IRA into a Roth (mentioned earlier in this thread). I want to do a ladder converting a chunk annually until I start drawing SS. I need to put a little more thought into the annual amounts and possibly what other items I might need to liquidate to pay the corresponding taxes.
One thing I might do: I have a small amount of money tied up in a state pension fund. I didn’t work there long enough to become vested in a pension. I can get my share of the contribution refunded to me. I intentionally left it sitting there in case I ever wanted to work again and qualify for a state pension + healthcare. I’d need to work 6-7 years to vest I think, and I don’t plan on doing that but it was a fallback option. Once you ask for your share back, you’d be starting over from scratch wrt vesting. I should probably just cash out now.