jestefan
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Thank you dmertz for the clarification. Indeed the original question of Roth conversions was still in play, but as you pointed out, the aforementioned part of t...
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Thank you DaveF1006 for the detailed response!. Curiously, it appears the rules are different for Pension, Profit-Sharing, and Stock Bonus Plans in that the 'tr...
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Can you please cite the IRS publication or better yet U.S. Code that states this? I cannot find either. Thank you.
Activity Feed for jestefan
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. 4 weeks ago
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. 4 weeks ago
- Cheered Re: Why must RMD be completed before doing ROTH conversion for DaveF1006. 4 weeks ago
- Cheered Re: Why must RMD be completed before doing ROTH conversion for dmertz. 4 weeks ago
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. 4 weeks ago