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Dec 18, 2024
11:38:54am
CougBlu All-American
My dad did in 2008 or 2009. Like everyone else, his investments took a massive
hit in the financial crisis and his financial advisor convinced him to do a conversion. From what I understand, he cut a fairly large check to the IRS, but all of the growth since then has been tax free. Worked out well for him, in large part because he did it when the market was way down.
This message has been modified
Originally posted on Dec 18, 2024 at 11:38:54am
Message modified by CougBlu on Dec 18, 2024 at 11:39:26am
CougBlu
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CougBlu
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Nov 21, 2003
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Dec 18, 2024
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