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Personal Finance Topics / Retirement Investing❤
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Author: FlyingCircus ✭  😊 😞
Number: of 767 
Subject: Re: Partial IRA to Roth Rollover
Date: 09/18/2025 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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