Retirement tax questions

If you convert a Traditional IRA to a Roth then unless you have an after-tax basis it will be taxed as ordinary income and add to your AGI which in turn affects the AMT.  (Basis is non-deducible contributions reported on a prior 8606 form.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**