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Personal Finance Topics / Retirement Investing
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Author: Rubic ✧  😊 😞
Number: of 667 
Subject: Re: Roth Conversion Strategy for BRK.B Shares
Date: 07/27/2024 1:47 PM
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<< Once you have the cash, it does not matter where it came from. >>

A slight difference: There's an optimal tax value of $X that I want to
convert from a Trad IRA to a Roth IRA in 2024. By selling BRK.B shares of
$X within the Trad IRA account, I defer the decision of whether to transfer
cash, or (presumably) a potentially higher value of Berkshire shares priced
below yesterday's quotation at the end of this year.

-Rubic
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