The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  http://boards.fool.com/shall77-askes-in-part-just-married-in-september-11639603.aspx

Subject:  Re: Filing status for newlyweds Date:  12/10/1999  12:21 PM
Author:  BookmFool Number:  22797 of 121351

shall77 askes in part:

Just married in September this year. Our filing status is unclear as we will have been married only three months.

If married in 1999, status is married for all of 1999

I also wish to establish a Roth and want to maximize the contribution for '99. However, I understand there are potential severe restrictions depending on how we file.

Here are 2 links regarding all the intricacies (or most) of Roths:

http://www.fool.com/money/allaboutiras/allaboutiras03.htm & http://www.fool.com/money/allaboutiras/allaboutiras04.htm

HTH

Rick
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us