樓下quantnj就貼了啊。

來源: sleepdonkey 2012-12-03 08:05:09 [] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (798 bytes)

Who May Convert to a Roth?

To be eligible to convert a tax-deferred retirement account to a Roth IRA, your modified adjusted gross income (MAGI) must be less than $100,000. In addition, your filing status must not be married, filing separately. Note that this $100,000 limit does not include any income from your decision to convert to a Roth. For example, if you are a single individual who has an MAGI of $90,000, you may convert an unlimited amount of tax-deferred money into a Roth IRA; you’re not limited to the $10,000 difference between $90,000 and $100,000.

Note: Current tax laws provide for the removal of the $100,000 income restriction beginning with the year 2010.

2013這個limit will be reinstalled, almost for sure.

 

 

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哦,看到了.可是fidelity說2013沒有上限。 -pinkdreams- 給 pinkdreams 發送悄悄話 (214 bytes) () 12/03/2012 postreply 08:09:27

you are right, but the taxable income are not allowed to split i -sleepdonkey- 給 sleepdonkey 發送悄悄話 (26 bytes) () 12/03/2012 postreply 08:25:20

makes sense, thanks for checking. -pinkdreams- 給 pinkdreams 發送悄悄話 (0 bytes) () 12/03/2012 postreply 08:26:54

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