有那位知道Traditional转Roth，会不会影响今年的Roth contribution?

Let's say the phase out start from $160K for married filed jointed in 2010.

A couple's AGI would be around $140K if they don't convert any Traditional to Roth.

They have $30K in Traditional IRA that they want to convert to Roth.

Question: Would that $30K make their AGI to $170K, therefore, affecting their contribution to Roth IRA in the year of 2010?

所有跟帖： 

• I think the rollover amount is excluded when calculating -cys254- ♂ (21 bytes) () 01/25/2010 postreply 13:19:21

• I had the same impression. But vanguard's representative -色大胆小- ♂ (107 bytes) () 01/25/2010 postreply 13:23:08

• See inside : IRS Pub 590 -cys254- ♂ (1128 bytes) () 01/25/2010 postreply 13:22:59

• Thank you so much. IRS publication rules! Shame on Vanguard. -色大胆小- ♂ (71 bytes) () 01/25/2010 postreply 13:25:08

• No income limit since 2010 -teage- ♂ (624 bytes) () 01/26/2010 postreply 20:50:42