Post #228 by richinmd on the Retirement Investing board

Personal Finance Topics / Retirement Investing

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I did my first Roth conversion today.

Am I right in thinking that the first items to convert would be stocks that you expect to have the largest gains? This year my income was pretty low, and for the next 4 years it will be on the low side so I'm going to try and do a reasonable amount of Roth conversions. I also have to take RMDs from an inherited account so I have to factor that in my tax considerations.

Thanks.

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