Posts tagged as:

traditional ira to roth ira conversion

jeff-rose-financial-planner-illinois

2010 Traditional IRA to Roth IRA Conversion Tax Rules

by Jeff Rose on September 10, 2009

in IRA Universe

2010 Roth IRA Conversion Event is just around the corner. Here are the tax rules if you are considering the conversion.

2010 is literally just around the corner- where did 2009 go?  As the new year approaches I keep getting more inquiries about the 2010 Roth IRA Conversion Event and more specifically what are the tax rules and implications of doing the conversion from a traditional IRA to a Roth IRA.  To help illustrate how the conversion could impact you tax wise, I thought it would be easiest to share some examples.  Before we get into the nitty gritty, let’s recap how the tax exactly works next year.
[…]

Gone Daddy Gone – AGI Restriction For Roth IRA Conversion

July 6, 2009 IRA Universe
Thumbnail image for Gone Daddy Gone – AGI Restriction For Roth IRA Conversion

In 1982 the Violent Femmes released the title track to their debut album “Gone Daddy Gone” that went on to be an epic album.   Almost just an epic event is the lifting of the $100,000 AGI (Adjusted Gross Income) restriction for individual or couples that are looking to do a Roth IRA Conversion.   As it [...]

Read the full article →

7 Things To Know About The 2010 Roth IRA Conversion Rules

February 5, 2009 IRA Universe

Remember when 2010 seemed like light years away?  2010 is here! We’re one month into 2010 and pretty soon will be seeing the ball drop again.  2010 brings a lot of uncertainty within the financial realm with estate planning and sunset provisions in question.
One thing that is certain pertains to the Roth IRA. The 2010 [...]

Read the full article →

Roth IRA- Time To Convert Your Traditional IRA’s and 401k’s?

December 22, 2008 IRA Universe

The 2010 Roth IRA Conversion event can’t get here soon enough.  As you may know, this is the time that anybody will be able to convert their traditional IRA’s to Roth IRA’s no matter your income level.  But currently as it stands now, if you make over $100,000 AGI Married Filing Jointly, your left counting [...]

Read the full article →
Page 1 of 11