The Roth conversion we did in Dec. 2024 was a partial conversion from a 403b plan. The firm where the Roth is invested said there's a 5-year holding period befo...
So if we do the Roth conversion in December, we can pay the entire tax bill we think will be due on that amount on the Jan. 15 payment, and the IRS won't assess...
We would like to do another Roth conversion later this year. We would like to wait until December, when we'll have a better idea of our taxes owed. We do not ex...
