Google “back door Roth IRA”,你知道怎么做了

所有跟帖: 

讨论的是,已经税前税后 mixed IRA,转换到Roth,税后部分是不是免税 -随雨无形- 给 随雨无形 发送悄悄话 (149 bytes) () 03/29/2018 postreply 11:51:13

这么会犯这样的错误 -jin_yin_hua- 给 jin_yin_hua 发送悄悄话 (0 bytes) () 03/29/2018 postreply 11:54:38

想当然呗。IRS精着呢,不然这back door相当于完全绕过了Roth对收入的要求 -随雨无形- 给 随雨无形 发送悄悄话 (0 bytes) () 03/29/2018 postreply 13:55:31

401k转Roth IRA时是按你的total portfolio 中税前/税后比例转的, -lakeviewredhouse- 给 lakeviewredhouse 发送悄悄话 (60 bytes) () 03/29/2018 postreply 12:35:02

you can NOT rollover directly from your 401k to Roth. -hello2002- 给 hello2002 发送悄悄话 (0 bytes) () 03/29/2018 postreply 13:02:56

我说了“转”。谁说了”rollover”? -lakeviewredhouse- 给 lakeviewredhouse 发送悄悄话 (285 bytes) () 03/29/2018 postreply 13:21:19

the tax part is actually right in this step, so it is better to -hello2002- 给 hello2002 发送悄悄话 (0 bytes) () 03/29/2018 postreply 15:14:01

请您先登陆,再发跟帖!