About Yakman

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Re: 529 to Roth conversion - follow-up question

I understand the 529 to Roth conversion does not result in any Federal taxes, as long as you meet criteria such as the length of time the account has been open ...

Yakman

1

Updated Mar 30, 2025
Re: 529 to Roth conversion

AnnetteB6. Thank you for your prompt and helpful response. Appreciate it.

Yakman

Updated Mar 30, 2025
Re: 529 to Roth conversion

Thank you Hal_Al. Appreciate your clear and prompt response.

Yakman

Updated Mar 30, 2025
Re: IRA to ROTH IRA conversion and impact on Traditional IRA Basis a...

Got it, thanks fanfare. I was able to test this out in TT

Yakman

Updated Sep 05, 2023
Re: Reporting the basis of an inherited IRA on Form 8606

That's very helpful, thanks dmertz!

Yakman

Updated Feb 26, 2024

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Date Registered	‎March 19, 2021 9:12 AM
Date Last Visited	2 weeks ago
Total Messages Posted	12

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