Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I have seen little regarding the mathmatics of a partial conversion. I appreciate your help ! I am 40 and in the 28 % tax bracket. Current IRAs are as follows:

Dedutible Non-Deduct. Mkt Val
--------- ----------- ---------
Mutual Fund A 4000 0 14000
Mutual Fund B 4000 0 17000
Stocks 2000 12000 30000
Rollover IRA-M.Fund 2500 0 5000
-------- -------- -------
12500 12000 66000

Based upon the above, what is the best way to do a partial conversion and what would be the taxes owed on each of the above ? Thanks ! Please e-mail me. Are there web sites which address this.

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.