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68791 | I've utilized two what I call call "complex" cases.
1. If we were aiming to covert say 75k we would convert 150k in 3 or 4 new Roth IRA's hold different asset classes and then "unconvert" the accounts to get back to our # on the assets that performed the worst over that period.
2. Preachers have a whole different tax code in deducting their housing expenses and they really don't know exactly what there amount is until they do their return and in a lot of cases don't owe Federal income tax but do SS. | |
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Roth conversion round 2
