If I use our taxable savings I was thinking I'm paying taxes (capital gains) to pay for the Roth conversion, instead of cash on hand. Also, if for some reason the market is down then I will have less money for the conversion.Where would the money for the savings come from? I would not give up tax sheltered space now for it.
Why not use your mutual funds when the time comes?
Statistics: Posted by ROIGuy — Sat Aug 10, 2024 7:31 pm