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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Retirement Investing
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Author: FlyingCircus ✧  😊 😞
Number: of 1281 
Subject: Re: Partial IRA to Roth Rollover
Date: 09/18/25 12:54 PM
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Worth talking to a tax CPA (or aj485 on the current Fool board). This is why I avoided making after-tax contributions to an IRA or 401K.

I read it as,
Pre tax contributions of $100K - basis is $100K, current value of pre-tax investments is V, can roll over V (or just the $100K?)
after tax contributions of $50K - basis is $50K) - do we have to determine gain on the investments bought with the after-tax contribs??

FC
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This community has written 1,207 posts about Retirement Investing. The article-length ones it recommended most:
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