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Personal Finance (Not Investing) • Roth Conversion vs Capital Gain Harvesting?

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I would do a mix of Roth conversions and realizing LONG TERM capital gains with more going to conversions. (Convert the asset that has the expectation of the fastest growth --> a stock fund.)

Growth of both will compound over time and if you find out in 10 or 20 years that you should have benefited more from another choice, don't be hard on yourself. At least you currently are aware that for you, this is a good year for either.

Statistics: Posted by celia — Fri Aug 16, 2024 4:31 pm — Replies 1 — Views 101



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