Jump to content

Conversion Question


Recommended Posts

Guest captain hero
Posted

Hello,

I was wanted to convert my $3000 in my rollover IRA into my Roth IRA. I was wondering if that would be considered part of my 2007 contribution limit of $4000, or not? Do conversions count as contributions?

Thanks!

Posted

No. Conversion math is separate from contribution math. A conversion does not count against you annual max contribution. But, note that these actions have separate qualifications/eligibility. Pick up a copy of IRS Publication 590 and keep it on hand.

Captain hero? Great moniker.

Guest captain hero
Posted
No. Conversion math is separate from contribution math. A conversion does not count against you annual max contribution. But, note that these actions have separate qualifications/eligibility. Pick up a copy of IRS Publication 590 and keep it on hand.

Captain hero? Great moniker.

Thanks John!

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