Originally Posted by
PositiveRate20
…..and then immediately have Fidelity convert it to Roth funds and never pay tax on it again
While clearly the smart thing to do with excess funds you don’t need for yearly liquidity, they 100% are coming for it retroactively either directly or indirectly. Wheels are already in motion to steal your SS through “means testing” because “millionaires” don’t “need” it and we have to “save” it etc.