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Retirement tax questions
@fanfare : yes...I spoke to Fidelity yesterday and they did offer the option, but I think I want to avoid doing that because of the daily fluctuation of the balance. I think converting it to cash minimizes the day to day fluctuation of the balance and at least in my mind, makes the separation and rollovers/conversions at lot more straightforward.
There are no fees associated with any of the transactions, so I am not seeing an obvious advantage of moving the holdings in kind to a Roth.
March 9, 2022
8:25 AM