JamesSFO wrote:I have used it, it can avoid the need for medallion signature guarantees.
livesoft wrote: Real human beings generally answer one's questions on this forum.
cheese_breath wrote:I would just consider it part of my total wealth. When I pass the kids will get whatever's left whether it's more or less than the inheritance.
sscritic wrote:tfb in his primer on BDRs suggests a 30 day cooling off period (ala the 80 cooling off period of the Taft-Hartley Act) between the non-Roth contribution and the Roth conversion.