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Personal Investments • About To Do A Large Roth Conversion, Please Check I Am Not Doing Something Wrong

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We should always pay attention to asset location. Normally, you want your IRA to not contain equities. So the conversions have more value and urgency when you are converting stocks in your IRA to Roth than later on when you are just converting bond holdings.

Statistics: Posted by kramer — Wed Oct 15, 2025 7:29 pm — Replies 14 — Views 905



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