AtlasShrugged
Recycles dryer sheets
- Joined
- Sep 10, 2015
- Messages
- 105
All,
I thought I'd share another one of my papers. This one is a Roth Conversion Guide. I noticed some other threads on this topic recently and thought now would be a good time to share my work.
I've spent way too much time researching Roth conversions and trying to summarize my results clearly. Roth conversions are incredibly complicated, so while I'd like to think my guide is clear, you will have to be the judge.
My guide does not argue for or against Roth conversions. Its goal is to provide information to help you make a decision for yourself. It is divided into three sections that explain: i) Roth tax rules; ii) conversion considerations; and iii) how to make Roth conversions.
I hope you find it useful.
Here's the link to it.
https://www.dropbox.com/s/istw0kr1tsckzw8/Roth Conversion Guide.pdf?dl=0
Rick
About me: I'm a retired CPA and CFO with an MBA in Finance. I am not a tax expert. I just enjoy writing about this stuff.
I thought I'd share another one of my papers. This one is a Roth Conversion Guide. I noticed some other threads on this topic recently and thought now would be a good time to share my work.
I've spent way too much time researching Roth conversions and trying to summarize my results clearly. Roth conversions are incredibly complicated, so while I'd like to think my guide is clear, you will have to be the judge.
My guide does not argue for or against Roth conversions. Its goal is to provide information to help you make a decision for yourself. It is divided into three sections that explain: i) Roth tax rules; ii) conversion considerations; and iii) how to make Roth conversions.
I hope you find it useful.
Here's the link to it.
https://www.dropbox.com/s/istw0kr1tsckzw8/Roth Conversion Guide.pdf?dl=0
Rick
About me: I'm a retired CPA and CFO with an MBA in Finance. I am not a tax expert. I just enjoy writing about this stuff.
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