jonic
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Note I have not filed the taxes yet. Sorry I posted this in the wrong location.
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A lot to consider. And sorry Opus 17 about your mom.Is there also a difference between 401K, IRA and Roth IRA when it comes to creditors? I seem to recall 401K/...
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Yes IRMAA (and higher tax bracket) is why I would try to spread out the conversion over several years, rather than doing it all in one year. Well that and havin...
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So just to be clear, it doesn't matter that I am already older than 60? If I spread out the conversion over several years instead of converting it all in one ye...
Activity Feed for jonic
- Posted Final Trust Return-Need to File? on Business & farm. June 23, 2024 2:30 PM
- Posted Roth IRA Basis Not Corrrect on Retirement tax questions. February 10, 2024 11:29 AM
- Posted Re: Roth IRA Basis Not Correct on After you file. February 10, 2024 11:22 AM
- Posted Roth IRA Basis Not Correct on After you file. February 10, 2024 11:04 AM
- Cheered Re: Direct Rollover for Roth IRA - Do I get a 1099-R? for dmertz. February 9, 2024 3:12 PM
- Posted Direct Rollover for Roth IRA - Do I get a 1099-R? on Retirement tax questions. February 9, 2024 11:46 AM
- Posted Why is Turbo Tax Assessing a Prepayment Penalty? on Get your taxes done using TurboTax. January 21, 2024 2:14 PM
- Posted Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule? on Retirement tax questions. August 13, 2022 9:01 AM
- Cheered Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule? for NCperson. August 12, 2022 3:28 PM
- Posted Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule? on Retirement tax questions. August 12, 2022 3:20 PM
- Posted Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule? on Retirement tax questions. August 12, 2022 2:25 PM
- Posted IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule? on Retirement tax questions. August 12, 2022 1:34 PM