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Entries tagged with '2010'


2010 Roth IRA Conversion, New Rules, and Tax Strategy

Question: I plan to participate in the opportunity to shift funds from a traditional after tax IRA to a Roth in 2010. These funds will consist of after tax contributions and taxable "earnings". I presume I will be taxed only...


Roth IRA Conversion Tax Consequences

Question: my wife has appx. 220k in an ira. she has also becomed disabled this last year. she is also drawing ssi disability. i would like to know if we file our income tax seperate but married. her ssi disability...

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