Re: Roth Conversion Strategy for BRK.B Shares

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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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<< Once you have the cash, it does not matter where it came from. >>

A slight difference: There's an optimal tax value of $X that I want to
convert from a Trad IRA to a Roth IRA in 2024. By selling BRK.B shares of
$X within the Trad IRA account, I defer the decision of whether to transfer
cash, or (presumably) a potentially higher value of Berkshire shares priced
below yesterday's quotation at the end of this year.

-Rubic

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