Talk of The Villages Florida - View Single Post - Interesting tidbit from the Fidelity Advisor
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Old 08-19-2023, 10:59 AM
Caymus Caymus is online now
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Quote:
Originally Posted by Packer Fan View Post
If you are making Roth conversions it should be long term anyway, so not sure why people obsess about this.

That said, I HIGHLY recommend listening to this Podcast-
The Retirement and IRA Show with Jim Saulnier and Chris Stein. It is highly entertaining and informative. One of the best podcasts out there. If you look back they have whole episodes on this subject.
I have been listening to them for a few months now. As you wrote they are very informative and appear to give honest answers. I may consider becoming a client if they open to new customers.