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Re: exwannabe post# 287698

Saturday, 06/06/2020 2:16:27 PM

Saturday, June 06, 2020 2:16:27 PM

Post# of 721108
Thanks. That's what I thought. Just checking in case I missed something.
One other thing I found to help me has been to create a new IRA account in each year that I have done this. I've transferred shares directly several times in several years st very low stock prices. With the 5-year rule it makes it easier to know when I'm able to withdraw tax-free. Currently I have 86% of NWBO in my Roths.
As for the taxes on conversion, I have usually withdrawn other funds from a regular IRA at the end of December, calculating the taxes I'll owe, but withholding 95% of that distribution. That way I don't pay quarterly estimates.

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