Notifications
Clear all
General Questions and Answers
2 Posts
2 Users
0 Likes
86 Views
Topic starter March 15, 2024 10:12 am
Does the Roth Conversion Tool take into account triggering the 3.8% tax of investment income if MAGI is greater then 250K?
March 16, 2024 12:01 pm
@rabinowitzbusinessgmail-com It always includes that tax in calculating the long-term effect of Roth conversions but it does NOT limit Roth conversions as a function of the MAGI hitting the 250K threshold.
Stuart
