The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Roth conversion in 98 or 99 Date:  3/13/1998  7:58 PM
Author:  pauma Number:  2191 of 88538

Help. Do I convert in 98, which will be a low agi,but next three years will be big agi's or do I wait until
99 and plan on a low agi (15%) ? Is the tax on the converted IRA amount found by multiplying 15 times the amount for 99? and paying the tax all in 99. It may be better not to use the 4 year spread. What are your thoughts.
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us