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Rick1997

03/13/25 11:48 AM

#28014 RE: gdog #28013

FYI I converted 20K shares into Roth account as had met MDR and will pay the taxes on the conversion as actually have a loss of 30K but the transfer to Roth if it even goes to 3.50 a share is a a no brainer as no taxes on Roth gains. If you do becareful not to add so much as to put you in another tax bracket and thus cost you a loss on social security but if by chance goes to 10+ who cares about a loss in SS?
Any comments on doing this?