Jump to content

Education Roth IRA phase out calculation


Recommended Posts

Posted

Our income was $150,090 (over by $90!!) so we have to recharacterize some of our Roth IRA, which I know how to do.

However, with the children's Education IRA's, I cannot find the formula for determining how much we'll have to withdraw. Does anyone know what that formula is?

Posted

Page 25 of IRS Publication 970 explains the phase out. It appears to be the same as Roth IRA for tax year 2001.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use