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Financial Planning / Tax Strategies


Subject:  Roth Rollover and AGI Date:  4/10/1998  2:27 PM
Author:  kschlage Number:  3392 of 123001

I will be leaving a job at a not-for-profit and have the opportunity to roll over my 503b into an IRA. I was hoping to roll it into a Roth but I found the AGI limit was $100,000, which my wife and I exceeded by a few thousand dollars this year. The question is, would it be a good idea to max out our contributions to employer 401k plans and try and defer any capital gains this year in ord