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Message: Re: IRA -> Roth IRA with substantial PTSC holding?
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IRA -> Roth IRA with substantial PTSC holding?
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caneycreekfan
Aug 27, 2014 02:32PM
Re: IRA -> Roth IRA with substantial PTSC holding?
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jldmt
Aug 27, 2014 04:19PM
Re: IRA -> Roth IRA with substantial PTSC holding?
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rally2
Aug 27, 2014 06:44PM
Re: IRA -> Roth IRA with substantial PTSC holding?
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uvagrad
Aug 27, 2014 06:51PM
Re: IRA -> Roth IRA with substantial PTSC holding?
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sothisisit
Aug 28, 2014 10:41AM

Exactly as I understand it, but I am not an accountant. I paid my CPA to guide me. I did not use the offerings from a message board. One more thing to consider is your age. As I now understand it, at a certain point it is not really worth doing. That is yet another factor to make it more of a puzzle. Figuring out that puzzle will be easier than figuring out PTSC!

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