User contributions
Jump to navigation
Jump to search
- 23:40, 26 December 2020 diff hist +336 m Backdoor Roth Add note that "Backdoor Roth" is not an IRS term. Clarify the eligibility requirements.
- 03:06, 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
- 03:02, 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
- 22:21, 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"
- 23:08, 3 January 2019 diff hist +8 Backdoor Roth clarify "mutually independent"
- 22:49, 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.
- 02:51, 3 January 2019 diff hist +9 m User:Celia/Backdoor Roth Split opening paragraph up so it is more readable
- 03:03, 2 January 2019 diff hist +304 User:Celia/Backdoor Roth Replace first paragraph with better opening description, suggested by member Ben Mathew
- 23:17, 1 January 2019 diff hist 0 m User:Celia/Backdoor Roth fix the year in the date that footnotes were recently accessed
- 23:01, 1 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
- 13:51, 1 January 2019 diff hist +255 User:Celia/Backdoor Roth clarification, discuss where basis is found for an Inherited IRA
- 05:19, 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)
- 15:07, 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
- 18:03, 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
- 13:37, 27 December 2018 diff hist +543 User:Celia/Backdoor Roth Address making contributions up to the following April 15 (for filing deadline)
- 03:27, 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.
- 02:04, 26 December 2018 diff hist +206 Talk:Jim Dahle →possible typo?: new section
- 08:16, 25 December 2018 diff hist +1,007 User:Celia/Backdoor Roth insert graphics for each example and a color key
- 07:47, 25 December 2018 diff hist +13 User:Celia/Backdoor Roth incorporate comments by Alan S.
- 21:26, 22 December 2018 diff hist +1,178 m User:Celia/Backdoor Roth overall editing for clarity
- 03:47, 20 December 2018 diff hist +860 m User:Celia/Backdoor Roth General edits from "Mechanics" heading to the end
- 02:57, 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.
- 06:50, 19 December 2018 diff hist +433 User:Celia/Backdoor Roth Modify Examples and include Form 8606 calcs for each example
- 00:13, 19 December 2018 diff hist +226 m User:Celia/Backdoor Roth add placeholders for future info
- 03:55, 15 December 2018 diff hist +883 User:Celia/Backdoor Roth edit definitions, formula, and examples in prep for Form 8606 data [to be displayed]
- 05:52, 12 December 2018 diff hist +1,079 User:Celia/Backdoor Roth refine examples
- 04:43, 12 December 2018 diff hist +2,636 User:Celia/Backdoor Roth Expand the Cautions and Examples
- 19:20, 11 December 2018 diff hist +577 User:Celia/Backdoor Roth expand terminology at top of page
- 18:41, 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
- 15:43, 11 December 2018 diff hist +22 User:Celia/Backdoor Roth formatting
- 15:36, 11 December 2018 diff hist +2,931 User:Celia/Backdoor Roth update the tax-free formula and give more examples
- 00:46, 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..
- 23:34, 29 November 2018 diff hist +63 m Progressive tax Relate "Taxable income" to tax forms.
- 23:31, 29 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.
- 01:35, 29 November 2018 diff hist +696 Progressive tax Define "Taxable income" and change "income" to "Taxable income" throughout the page.
- 16:20, 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.
- 20:15, 25 February 2018 diff hist +119 m Roth IRA conversion link to a forum discussion
- 20:04, 25 February 2018 diff hist +127 m Roth IRA conversion link to a forum discussion
- 03:07, 2 January 2018 diff hist -569 Roth IRA conversion delete link to a 2009 thread since tax law has changed twice since then
- 09:35, 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
- 09:30, 31 December 2017 diff hist -17 Roth IRA Add warning box for recharacterizations no longer allowed
- 09:24, 31 December 2017 diff hist +89 Roth IRA Conversions after 2017 can no longer be recharacterized
- 08:48, 31 December 2017 diff hist +100 IRA recharacterization Update 1 for Conversions after 2017 can no longer be recharacterized
- 08:08, 31 December 2017 diff hist +461 m Roth IRA conversion general clarifications
- 04:10, 1 December 2017 diff hist -1,082 m Bogleheads:External link maintenance deleted broken links that have now been taken care of
- 04:06, 1 December 2017 diff hist -161 m Exchange-traded fund changed the picture source from a broken link to quotes
- 03:57, 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.
- 03:39, 1 December 2017 diff hist -191 m Financial websites and blogs deleted Rick Ferri who retired (along with his website)
- 03:13, 1 December 2017 diff hist -188 m Dollar cost averaging deleted and fixed broken links to a now non-existent website
- 02:51, 1 December 2017 diff hist -182 m Bogleheads:External link maintenance Deleted broken link on 'Rick Ferri' page