This link may help with portfolio
With so much taxable
http://www.bogleheads.org/wiki/Principl ... _placement
runner9 wrote:How about the wiki?
. The gain or benefit depends on your current marginal tax rate, your expected marginal tax rate in retirement, and how you would otherwise invest the funds that you use to pay the taxes.
chiseller wrote:Will do. They are sending me a packet of information.. I'll look closer into the details. It was hard to find much on the website.
chiseller wrote:Thanks for the reply John.
So you would be happy with VALIC as your plan provider?
llessac15 wrote:The conversion amount would be considered taxable income as well? Even though you're not doing anything with it but moving it to a Roth IRA? So if you convert a $3 million 401k to a Roth, that $3 million is considered your income for that year and you would have to pay the top tax rates on it?