hugmonica
New Member
Member profile
- Replies
- Posts
-
Critter#2, Thank you for your advice.You may not read the blog from very beginning.The Non-D mess I have is from our financial advisor.He perfectly fits what a ...
-
Thank you for clarification. Understand now.
-
Thanks... understood.Yes, I am 65 this year and 5 years to go... My husband has 3 years to go.But, based on my knowledge, IRS will NOT required him for RMD but ...
-
VThank you macuser_22!Very GOOD explanation.I understand now.. yes I have a LOT carry over loss and use $3000 to offset my ordinary income from brokerage accoun...
-
Thanks... say I have $50K carryover loss, my Nod Deductible IRA acct has $60K balance including $20K gain (net of contribution basis).I plan to convert ALL $60K...
Activity Feed for hugmonica
- Posted IRS notified me that the basis of my Non Deductible IRA has been updated. I have a question: Can I convert the amount of the basis to Roth and convert gain next year? on Retirement tax questions. June 28, 2019 2:36 PM
- Posted Critter#2, Thank you for your advice. You may not read t... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Thank you for clarification. Understand now. on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Thanks... understood. Yes, I am 65 this year and 5 years... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted VThank you macuser_22! Very GOOD explanation. I underst... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Thanks... say I have $50K carryover loss, my Nod Deductib... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted What I meant is I am going to convert IRA to Roth. I kno... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Thanks... So, can I use long term carry over loss to offs... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Now, I have another question... It seems I will be requir... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted SIGH! I understand now... sadly say "should've converted... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Understand now... couldn't say how much I appreciate for... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted Thank you soooo much for the answers. It helps me a LOT;... on Retirement tax questions. June 7, 2019 5:51 PM
- Posted So, I need to find out ending balance of my SEP for each... on Retirement tax questions. June 7, 2019 5:50 PM
- Posted Single K and SEP (closed already)... some years had SEP a... on Retirement tax questions. June 7, 2019 5:50 PM
- Posted Thank you for your quick response. I have filled out ALL... on Retirement tax questions. June 7, 2019 5:50 PM
- Posted Yes, we started with a traditional "non deductible" IRA (... on Retirement tax questions. June 7, 2019 5:50 PM
- Posted We made Backdoor Roth contributions...not tranditional IRA. on Retirement tax questions. June 7, 2019 5:50 PM
- Posted Never convert Backdoor Roth, do I need to pay taxes for the gain. Have separate acct for Backdoor Roth. Do I pay taxes on gain when convert? Only have 401K and Roth. on Retirement tax questions. June 7, 2019 5:50 PM