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

Sign up, and you can make all message times appear in your timezone. Sign up

Report problem with this ad

Dec 18, 2024
11:42:25am

TeeKaa All-American

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

Report problem with this ad

TeeKaa

Bio page: TeeKaa
Joined: Jun 11, 2003
Last login: Dec 18, 2024
Total posts: 10,770 (178 FO)

Report problem with this ad

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

Report problem with this ad

Posting on CougarBoard

In order to post, you will need to either sign up or log in.

Report problem with this ad