Comments on: Turns Out You CAN Be A Little Bit Pregnant

By: Enabling a Tax-Free Roth Conversion With a Mixed-Contribution IRA | Getting Your Financial Ducks In A Row

Wed, 21 Sep 2011 12:43:15 +0000

[...] separate traditional IRA, the conversion of your post-tax money will be partly taxed due to the cream-in-the-coffee rule, which requires that all IRAs be considered as one with regard to distributions (including Roth [...]

By: Is It Really Allowed - Making a Non-Deductible IRA Contribution Followed By a Roth Conversion? | Getting Your Financial Ducks In A Row

Wed, 31 Aug 2011 12:36:24 +0000

[...] you happen to have another IRA (or IRAs) that are deductible in nature, you will have to apply the pro rata tax rules to the [...]

By: Not So Fast! 9 Special Considerations Before Rolling Over Your 401(k) – Getting Your Financial Ducks In A Row

Mon, 02 Nov 2009 18:00:56 +0000

[...] 401(k) plan can help you to “separate” the deductible IRA assets from the non-deducted. See this article for more information. Essentially this benefit gives you a way to bypass the “little bit [...]

By: 3 Ways to Do a Roth Conversion – Tax Free – Getting Your Financial Ducks In A Row

Wed, 21 Oct 2009 13:42:41 +0000

[...] non-deducted, after-tax contributions. Plus this must be the only IRA that you have – see the this post for the “Turns Out You CAN Be A Little Bit Pregnant” rule. There’s also a way [...]