Author Topic: Medallion fund employees pull off the ultimate ROTH IRA conversion  (Read 774 times)


  • Bristles
  • ***
  • Posts: 305
In short: They terminated the 401(k) for employees --> moved them into rollover IRA --> then converted the money to a ROTH invested in the storied Medallion fund (paying taxes in the process) where it has seen astronomical compound growth to the tune of 80% annualized (before fees)

And because the ROTH doesn't require distributions they can pass it along to their heirs.