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Financial Planning / Tax Strategies


Subject:  Re: Roth conversion timing question Date:  3/18/2010  8:46 PM
Author:  TMFPMarti Number:  109652 of 130192

Am I correct that, all else being equal, I want to make my conversion immediately after making a non-deductible contribution but before making deductible contributions? Or does the timing within the year matter for this calculation?

It doesn't matter. See Part I of Form 8606.

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