Posts Tagged ‘roth ira rules for withdrawal’
Rot Ira Rules
May 15th, 2009
Posted in IRA Rules | 
Tags: can, how, ira, roth, Roth IRA Rules, roth ira rules 2010, roth ira rules for 2010, roth ira rules for withdrawal, roth ira rules income, rules | 
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Ira Rules For Withdrawal
February 10th, 2008
Citigroup Warns Customers It May Refuse To Allow Withdrawals.wmv
Posted in IRA Withdrawal Rules |
Tags: ira, ira rules for withdrawal, irs, money, rate, roth ira rules for withdrawal, sep ira rules for withdrawal, tax |
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Roth Ira Rule
December 24th, 2005
Question: Can I roll-over a Traditional IRA into a Roth IRA prior to April 15, 2009 and claim the income for 2008?
I want to claim the income for 2008 (without increasing my taxable income bracket) and also claim for next year – 2009– in 2010. Does the rule for opening a IRA before April 15 also apply to roll-overs prior to April 15?
Answer: no it must be done by 12/31 to claim for 2008
i suggest you do it now so you can get benefit of the recent market down turn if you eait until april the market could be higher
if you are concerned about income roll over part in 2008 and the the rest in jan 2009 and split up the tax liability
remember this ADDS to your income and can impact other areas of your return
Introduction: Ten Rules for Financing Life