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Retirement tax questions
Critter#2: Thank you very much for your detailed response to my questions! 🙂 So it sounds like the recharacterization/conversion that I did in 2018 will not negatively impact (in any way) my ability to 1) Move Roth IRA money from one institution to another in the future & 2) Will not impact my ability to do future backdoor Roths. Of course, with all of this, I would be keeping in mind your comments. I just wanted to make sure I was not missing any subtle tax "gotchas" with any of this. Does all of this sound good to you?
‎June 7, 2019
3:20 PM