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Subject:  Re: IRA/401 question Date:  7/24/2021  6:24 PM
Author:  BruceCM Number:  888317 of 888689

As you can see mine is a two step process, determine a dollar based conversion target, then assess what I want to lighten up in the TIRA and what I am trying to build up in the Roth. So instead of straight in-kind transfers, there is a bit of re-balancing going on embedded in the conversion.

Rebalance at Roth conversion. Hmmm. Never thought of doing both together, but it certainly makes sense.

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