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Re: BAR123 post# 329188

Tuesday, 09/07/2021 4:19:52 PM

Tuesday, September 07, 2021 4:19:52 PM

Post# of 462149
Arrow - What you might consider is using your best guesses is to convert a portion of your holdings that you expect that you will need going forward and leaving a portion in your regular IRA in an estate to avoid a large current tax bill. The regular IRA portion at present time will get a step up basis in an estate. It sounds as though this might change since the
U. S. is building such a large deficit/debt now.
I am an older individual and will be meeting my maker in a few years.
I did this some years back and have an average cost in my Roth of $3.45.

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