Yes, convert your down stocks (but expected to rise) first. Not your big winners

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Dec 18, 2024
11:42:25am

TeeKaa All-American

Yes, convert your down stocks (but expected to rise) first. Not your big winners

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TeeKaa

Bio page: TeeKaa
Joined: Jun 11, 2003
Last login: Dec 18, 2024
Total posts: 10,772 (178 FO)

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Messages

Author

Time

Sell me on the benefits of doing a backdoor Roth.

JuicyJam

11:02am

Roth IRA earnings are not taxable if qualified distribution. That’s the benefit.

allaboutthegainz

11:06am

Depends on the tax bracket you’d be in now with the added distributions

TeeKaa

11:10am

Seems hard to predict what kind of tax bracket you'll be in during retirement.

JuicyJam

11:15am

Yes, true. You have to make SOME estimates based on currently predicted rates.

TeeKaa

11:40am

My dad did in 2008 or 2009. Like everyone else, his investments took a massive

CougBlu

11:38am

Yes, convert your down stocks (but expected to rise) first. Not your big winners

TeeKaa

11:42am

Distributions don't count towards Medicaid income limits

delbert

11:58am

Based on the details you state (you have an IRA), you will create an absolute

Acorn

12:21pm

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