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Taxgirl

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Tag: retirement planning

Ask The Taxgirl: Reporting Roth IRA Conversions

Kelly Phillips ErbFebruary 26, 2012May 21, 2020

Taxpayer asks: In 2010 I converted 40K from a traditional IRA to a Roth IRA. According to the rules I was allowed to defer payment

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Tax Considerations In Retirement Planning, Part 2

Kelly Phillips ErbDecember 3, 2008December 27, 2019

Today, we’re wrapping up a series by guest author Ed Garrison on “Tax Considerations in Retirement Investing.” Ed is the Executive Director of AAFR, the

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Tax Considerations In Retirement Planning

Kelly Phillips ErbDecember 2, 2008December 27, 2019

Tax is a pretty broad area of the law. I don’t profess to know it all. Okay, my brothers may say that I think I

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