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Financial Planning / Tax Strategies


Subject:  Re: Roth Conversion Date:  1/25/2022  12:37 PM
Author:  pauleckler Number:  133529 of 134766

If your TIRA funds are all pretax, the taxable portion is the full value of the transaction whenever its recorded. With mutual funds transaction price varies somewhat when fund recalculated net asset value at end of the day. But the change is likely to be small most days.

If for a mutual fund you might try specifying the dollar amount. If IRA and Roth are with same company, fractional share transfers may be allowed.
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