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- 03:32, 1 April 2021 diff hist -140 Backdoor Roth →Definitions: removed reference to After-tax rollover to tax-deferred, as that is not permitted. See https://www.irs.gov/taxtopics/tc413 current
- 13:47, 30 March 2021 diff hist +134 m Backdoor Roth →Cautions: minor clarifications under "Cautions"
- 12:48, 30 March 2021 diff hist +109 m Backdoor Roth →Contribute: Clarify why you might want to convert in a different year than when the contribution is made.
- 00:40, 27 December 2020 diff hist +336 m Backdoor Roth Add note that "Backdoor Roth" is not an IRS term. Clarify the eligibility requirements.
- 04:06, 8 November 2019 diff hist +232 m Required Minimum Distribution vs annuitization →External links: Add indirect link to information on why RMDs are required to be completed before Roth Conversions are done for the year
- 04:02, 8 November 2019 diff hist +233 m Roth IRA conversion →External links: Add link to indirect reference of IRS Regs for explanation of why RMDs need to be completed before Roth Conversions are done
- 23:21, 17 January 2019 diff hist -36 m Roth IRA conversion correct the terminology involving "backdoor Roth IRA" (which doesn't exist) and "nondeductible Traditional IRA"
- 00:08, 4 January 2019 diff hist +8 Backdoor Roth clarify "mutually independent"
- 23:49, 3 January 2019 diff hist +156 Backdoor Roth alimony must be taxable to contribute it to an IRA; Mention that Backdoor Roth and Mega Backdoor Roth do not impact each other.
- 03:51, 3 January 2019 diff hist +9 m User:Celia/Backdoor Roth Split opening paragraph up so it is more readable
- 04:03, 2 January 2019 diff hist +304 User:Celia/Backdoor Roth Replace first paragraph with better opening description, suggested by member Ben Mathew
- 00:17, 2 January 2019 diff hist 0 m User:Celia/Backdoor Roth fix the year in the date that footnotes were recently accessed
- 00:01, 2 January 2019 diff hist +818 User:Celia/Backdoor Roth change Example 3 and 3b to have the Inherited IRA be part of a previous backdoor Roth
- 14:51, 1 January 2019 diff hist +255 User:Celia/Backdoor Roth clarification, discuss where basis is found for an Inherited IRA
- 06:19, 1 January 2019 diff hist +1,891 User:Celia/Backdoor Roth improve section on how to enter data into tax software (by members Crit and tfb)
- 16:07, 31 December 2018 diff hist +377 Inheriting an IRA →Inherited IRA with a basis: separate 2 situations when inheriting from spouse: Take IRA as one's own vs. Take as an Inherited IRA
- 19:03, 30 December 2018 diff hist +553 User:Celia/Backdoor Roth qualify the age restriction (70.5) while clarifying who is eligible; change "earned income (compensation)" to "compensation" and add the IRS defn to defns
- 14:37, 27 December 2018 diff hist +543 User:Celia/Backdoor Roth Address making contributions up to the following April 15 (for filing deadline)
- 04:27, 26 December 2018 diff hist +21 User:Celia/Backdoor Roth Move some images to the correct example. Remove formatting for the examples to be given entries in the TOC since the TOC is already too long. Also it is unlikely anyone will go directly to example "x" until they've read all the examples.
- 03:04, 26 December 2018 diff hist +206 Talk:Jim Dahle →possible typo?: new section
- 09:16, 25 December 2018 diff hist +1,007 User:Celia/Backdoor Roth insert graphics for each example and a color key
- 08:47, 25 December 2018 diff hist +13 User:Celia/Backdoor Roth incorporate comments by Alan S.
- 22:26, 22 December 2018 diff hist +1,178 m User:Celia/Backdoor Roth overall editing for clarity
- 04:47, 20 December 2018 diff hist +860 m User:Celia/Backdoor Roth General edits from "Mechanics" heading to the end
- 03:57, 20 December 2018 diff hist -132 m User:Celia/Backdoor Roth General editing from top to "Mechanics" heading. Remove references to The529guy forum post as he was quoting the wiki, which is already in the public domain.
- 07:50, 19 December 2018 diff hist +433 User:Celia/Backdoor Roth Modify Examples and include Form 8606 calcs for each example
- 01:13, 19 December 2018 diff hist +226 m User:Celia/Backdoor Roth add placeholders for future info
- 04:55, 15 December 2018 diff hist +883 User:Celia/Backdoor Roth edit definitions, formula, and examples in prep for Form 8606 data [to be displayed]
- 06:52, 12 December 2018 diff hist +1,079 User:Celia/Backdoor Roth refine examples
- 05:43, 12 December 2018 diff hist +2,636 User:Celia/Backdoor Roth Expand the Cautions and Examples
- 20:20, 11 December 2018 diff hist +577 User:Celia/Backdoor Roth expand terminology at top of page
- 19:41, 11 December 2018 diff hist +353 User:Celia/Backdoor Roth remove NOTE referencing tfb's web page as it is also in the list of External Links
- 16:43, 11 December 2018 diff hist +22 User:Celia/Backdoor Roth formatting
- 16:36, 11 December 2018 diff hist +2,931 User:Celia/Backdoor Roth update the tax-free formula and give more examples
- 01:46, 9 December 2018 diff hist +1,652 User:Celia/Backdoor Roth Add and correct some terminology. For example, change "nondeductible Traditional IRA" to "Traditional IRA". Add generic definitions for "Traditional IRA" and "Basis" near the top since they are used throughout the page..
- 00:34, 30 November 2018 diff hist +63 m Progressive tax Relate "Taxable income" to tax forms.
- 00:31, 30 November 2018 diff hist +19 m Progressive tax Note the different meanings between "Taxable income" (upper case "T") and "taxable income" (lower case "t") as stated on this page.
- 02:35, 29 November 2018 diff hist +696 Progressive tax Define "Taxable income" and change "income" to "Taxable income" throughout the page.
- 17:20, 10 March 2018 diff hist +191 m Tax-adjusted asset allocation Added a disclaimer that most Bogleheads do not use the concept explained on this page.
- 21:15, 25 February 2018 diff hist +119 m Roth IRA conversion link to a forum discussion
- 21:04, 25 February 2018 diff hist +127 m Roth IRA conversion link to a forum discussion
- 04:07, 2 January 2018 diff hist -569 Roth IRA conversion delete link to a 2009 thread since tax law has changed twice since then
- 10:35, 31 December 2017 diff hist -19 Outline of tax law changes →Retirement plans: Grabiner and Celia edited the 3 pages for recharacterizations no longer allowed for Roth conversions
- 10:30, 31 December 2017 diff hist -17 Roth IRA Add warning box for recharacterizations no longer allowed
- 10:24, 31 December 2017 diff hist +89 Roth IRA Conversions after 2017 can no longer be recharacterized
- 09:48, 31 December 2017 diff hist +100 IRA recharacterization Update 1 for Conversions after 2017 can no longer be recharacterized
- 09:08, 31 December 2017 diff hist +461 m Roth IRA conversion general clarifications
- 05:10, 1 December 2017 diff hist -1,082 m Bogleheads:External link maintenance deleted broken links that have now been taken care of
- 05:06, 1 December 2017 diff hist -161 m Exchange-traded fund changed the picture source from a broken link to quotes
- 04:57, 1 December 2017 diff hist -32 m Rick Ferri The book "Serious..." is no longer on his website for free as the website no longer exists, but it can be purchased on Amazon.
- 04:39, 1 December 2017 diff hist -191 m Financial websites and blogs deleted Rick Ferri who retired (along with his website)
- 04:13, 1 December 2017 diff hist -188 m Dollar cost averaging deleted and fixed broken links to a now non-existent website
- 03:51, 1 December 2017 diff hist -182 m Bogleheads:External link maintenance Deleted broken link on 'Rick Ferri' page
- 03:46, 1 December 2017 diff hist -13 m Rick Ferri no longer found in google books; updated Amazon link to latest version of his book
- 06:51, 16 June 2017 diff hist +14 m Percentage gain and loss clarity
- 21:47, 22 May 2017 diff hist +13 m Roth IRA conversion clarify warning about upgrading to Vanguard's new platform during the time a conversion is eligible to be recharacterized
- 16:39, 22 May 2017 diff hist +460 Roth IRA conversion improve the warning about actions taken between conversion and recharacterization time
- 08:20, 22 May 2017 diff hist +527 Roth IRA conversion add warning about moving to new custodian between conversion and recharacterization
- 17:47, 20 May 2017 diff hist +4,660 Roth IRA conversion Add warning for recharacterization implications
- 16:53, 20 May 2017 diff hist +439 Roth IRA conversion explain WHEN it is advantageous to do Roth conversions
- 17:57, 21 April 2017 diff hist +40 IRA recharacterization Add a new section for Timing of Recharacterization; This moves up the "Table of Contents"
- 17:47, 21 April 2017 diff hist +1,333 IRA recharacterization Removed the "notice" box since the page had too many boxes; Expanded discussion of recharacterizing an Excess Roth contribution (a common occurrence)
- 18:41, 17 April 2017 diff hist +26 m Roth IRA conversion clarified the pro-rated conversion example and other clarifications
- 03:17, 11 April 2017 diff hist -1 m IRA recharacterization changed verb to be consistent with whole paragraph
- 00:09, 18 July 2016 diff hist +392 Talk:IRA distribution tables update to current law
- 12:47, 4 May 2016 diff hist +183 m Risk tolerance added citation to Quinn's book
- 19:18, 21 March 2016 diff hist +3 m Bogleheads' Guide To Investing separate Sections from Parts
- 02:15, 9 February 2013 diff hist +730 Talk:Family strategic planning
- 23:19, 7 February 2013 diff hist +2,472 Talk:Family strategic planning
- 16:56, 31 December 2011 diff hist +296 Charitable lead trust add new link; change existing link from https: to http: so all browsers can read it
- 16:32, 31 December 2011 diff hist +101 Charitable lead trust added new link
- 16:23, 31 December 2011 diff hist +463 Exchange-traded fund created a section for Risks and added 2 references to an article discussing it
- 05:54, 30 December 2011 diff hist +1,054 Bogleheads talk:External link maintenance
- 05:35, 30 December 2011 diff hist +42 m Bogleheads:External link maintenance fixed/ deleted broken links
- 05:26, 30 December 2011 diff hist -495 m Real estate investment trust fix/delete broken links
- 16:41, 29 December 2011 diff hist +35 Bogleheads:External link maintenance
- 16:39, 29 December 2011 diff hist -69 m Donor advised fund fixed 2 links and deleted one
- 15:09, 29 December 2011 diff hist 0 m Bogleheads:External link maintenance fix broken links
- 15:06, 29 December 2011 diff hist +116 m Bogleheads:External link maintenance fix broken links
- 14:59, 29 December 2011 diff hist 0 m IRA recharacterization fix broken link
- 03:46, 29 December 2011 diff hist +43 Bogleheads:External link maintenance
- 03:38, 29 December 2011 diff hist +8 m International REITs updated 3 links to academic papers
- 03:04, 29 December 2011 diff hist -306 m Emerging markets index returns delete 3 links that no longer exist; updated title of one link
- 02:45, 29 December 2011 diff hist -277 m Health savings account delete 2 links no longer available (to HSAinsider.com which has been bought out) and update 2 other links to more current version
- 01:51, 29 December 2011 diff hist +12 Insurance fixed broken link
- 01:21, 29 December 2011 diff hist +19 Bogleheads:External link maintenance
- 01:17, 29 December 2011 diff hist +15 Bogleheads:External link maintenance
- 01:08, 29 December 2011 diff hist -9 m Moshe Milevsky fixed broken link