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I believe that net short term capital gains are taxed at your ordinary income tax bracket and not taxed at...

Thinking through some strategies for 2010 converting . A person converts 50 in June 2010 and another 50 in Oct…...

I’ve been working on both mine and my Dad’s portfolios. I’ve gotten a lot of great help on the Bogleheads...

I have a client who exceeded the MAGI requirements to contribute to a Roth IRA for the last few years....

I am planning on doing a ROTH conversion with my IRA for 2010. I am planning on rolling over everything...

About a 1.5 months ago, I rolled over my 401K into IRAs. There was an ‘after tax’ amount that I...

After reading numerous articles on the pros and cons of a Roth IRA conversion, I have a question about whether...

With all of the rules regarding conversions to Roth IRAs, I am now questioning my own knowledge of contributory non-converted...

Would I use a “Return of Excess Contributions” form to withdraw money from a Traditional IRA that should have been...

If an individual is still working for the same employer that now has an active 401k after upgrading from a...