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Re: Complicated Rollover/Conversions

Thanks! So, I think I have decided to recharacterize my roth back to a traditional IRA and then roll this in to my 403b with my current employer. However, since the recharacterization will occur for 2012 but the roll-in won't occur until 2013, I think this will still mean I need to recharacterize my...
by ijokergirl
Mon Jan 28, 2013 4:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Complicated Rollover/Conversions
Replies: 4
Views: 671

Complicated Rollover/Conversions

Me: March 2012: contributed $5000 to a traditional IRA for 2011 (8606 form filed with 2011 taxes), converted to roth in March of 2012 November 2012: switched employers and rolled over my 403b and money in to a Roth IRA Now for the fun part! I have changed my mind about converting my 403B to a Roth I...
by ijokergirl
Sat Jan 26, 2013 2:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Complicated Rollover/Conversions
Replies: 4
Views: 671

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