Jackliz’s Activity

Mon Apr 11

NL

Boards Post

Jackliz replied to the Tax Strategies board. 1:10 PM

Re: TO CONVERT IRA TO ROTH OR NOT?

Howdy, AJ.
Thank you for your very informative reply. We certainly have a lot of "food for thought" to consider.

Best regards,
Liz

Sat Apr 9

NL

Boards Post

Jackliz replied to the Tax Strategies board. 3:55 PM

Re: TO CONVERT IRA TO ROTH OR NOT?

Thank you for your replies. The information was detailed and understandable!! It is very appreciated.


Liz

Fri Apr 8

NL

Boards Post

Jackliz replied to the Tax Strategies board. 7:14 PM

Re: TO CONVERT IRA TO ROTH OR NOT?

Thank you to all that replied.
1. It would be nice not to have to worry about a yearly RMD.
2. The $12,000 could be done in parts, I think.
3. My understanding is that the CONTRIBUTED AMOUNT to the ROTH can be withdrawn at any time BUT [more]

NL

Boards Post

Jackliz posted to the Tax Strategies board. 3:16 PM

TO CONVERT IRA TO ROTH OR NOT?

Howdy. We are a married couple,living modestly on Social Security. I am 74, husband is 72. Husband has a small IRA (12,000). We are considering converting this IRA to a ROTH IRA. But my husband is not convinced that we should do so. And I do realize [more]

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