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EP 31 - 401(k) and ROTH Strategies

Directed IRA Podcast

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Do I Have to Sell?

i'm going to add the play by play here, ifevert im the color commentary, if you will. Let's say that my, i have a hundred grain in my traditional bucket, my for wan k, and it owns a hundred % lulu lemon stock. And i want to convert that to roth. Do i have to sell? No, thesei convertit in kind, as that ould be called. So now i've created 29 thousand 500 dollars of roth money in one year. Pretty frickand ck. Now what throws me off here is, i want to say 64. Why woult i say 64? Cause you're over 50.

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