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Backdoor ROTH IRA conversion?
#6
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.
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Messages In This Thread
Backdoor ROTH IRA conversion? - by ken-do-nim - 02-17-2021, 07:41 AM
RE: Backdoor ROTH IRA conversion? - by fenders53 - 02-17-2021, 10:13 AM
RE: Backdoor ROTH IRA conversion? - by ken-do-nim - 02-17-2021, 01:21 PM
RE: Backdoor ROTH IRA conversion? - by ChadR - 02-17-2021, 04:10 PM
RE: Backdoor ROTH IRA conversion? - by ken-do-nim - 02-17-2021, 04:16 PM
RE: Backdoor ROTH IRA conversion? - by ken-do-nim - 04-06-2021, 11:09 AM
RE: Backdoor ROTH IRA conversion? - by ChadR - 04-06-2021, 08:11 PM
RE: Backdoor ROTH IRA conversion? - by ken-do-nim - 04-06-2021, 08:54 PM
RE: Backdoor ROTH IRA conversion? - by ken-do-nim - 04-08-2021, 04:52 PM
RE: Backdoor ROTH IRA conversion? - by ken-do-nim - 04-12-2021, 05:15 PM



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