Topics

1

Taxes / Converting tIRA to Roth IRA - must you be eligible to contribute to a Roth?

« on: February 05, 2018, 06:03:27 AM »

Let's say you want to convert as much of your tIRA to a Roth IRA as you can in a given year. In order to do that is it required that you be eligible to contribute to the Roth in the first place?

In my case I am not eligible to contribute to a Roth IRA (or a tIRA) because all of my income is excluded from federal income tax under the FEIE. Does that preclude me from converting part of my tIRA to Roth?

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Taxes / General tax resource for those covered by the FEIE

« on: February 05, 2018, 05:55:19 AM »

Hey man, thanks for the pdf on harvesting capital gains. 100% of my income is excluded from federal income tax by the FEIE. Do you know a good comprehensiive resource on how that impacts the capital gain harvesting and Roth IRA conversion scenarios you have mastered?

Thank you for sharing these skills with your readers.