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Personal Investments • Re: Roth conversion in up market?

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I held off on a conversion at the beginning of the year anticipating a pullback after the run up of last year. Of course that never happened and before I knew it the market was up close to 20%. Luckily in July/Aug the market dropped around 10% and I was able to time that perfectly and complete my conversion although with fewer shares than if I had just done it at the beginning of the year.

Needless to say I will avoid these shenanigans next year and convert at the beginning of January.

Statistics: Posted by Candor — Fri Dec 06, 2024 9:38 am



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