About jonic

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Re: Roth IRA Basis Not Correct

Note I have not filed the taxes yet. Sorry I posted this in the wrong location.

jonic

Updated Feb 10, 2024
Solved Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule?

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/...

jonic

1

Updated Aug 13, 2022
Solved Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule?

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...

jonic

4

Updated Aug 13, 2022
Solved Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule?

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...

jonic

8

Updated Aug 13, 2022

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Date Registered	‎August 12, 2022 1:26 PM
Date Last Visited	‎June 26, 2024 7:35 PM
Total Messages Posted	10

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