Comments on: Roth IRA Conversions – Part III

By: Tom A

Tom A — Fri, 07 May 2010 20:22:44 +0000

Regarding Pat’s question, the IRS has indicated that any assets converted have to be supported by qualified third-party professional appraisals. There are no specific forms for supplying the information to the custodian and nothing is actually submitted to the IRS by the customer. However, custodians will be compliant with the IRS’ perspective. Tom

By: Tom A

Tom A — Fri, 07 May 2010 20:20:34 +0000

Regaridng Eric’s comment, 10% is an easy number for calculating, however, the models I referenced will take any projected return.

By: Pat

Pat — Fri, 07 May 2010 06:00:38 +0000

What paperwork does IRS required when converting a self-directed IRA (invested in real estate) to a Roth?

By: Eric

Eric — Fri, 26 Mar 2010 04:40:48 +0000

Great stuff, but one question;
Can you please show me where to get the 10% annual returns over the next five years? :0

By: Beginner Investing : Roth IRA Facts

Beginner Investing : Roth IRA Facts — Thu, 25 Mar 2010 15:03:25 +0000

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