04-06-2021, 11:09 AM
Okay, I have the IRA set up, and the money is in transit.
I've been reading up on this.
Michael Kitces recommends waiting a year between funding the IRA and converting it to the ROTH to avoid the step transaction doctrine.
Jeffrey Levine says wait one statement period and really dives into the issue.
I've been reading up on this.
Michael Kitces recommends waiting a year between funding the IRA and converting it to the ROTH to avoid the step transaction doctrine.
Jeffrey Levine says wait one statement period and really dives into the issue.