More Related Content Similar to Roth segregation 2012 10 (20) More from David John Marotta (7) Roth segregation 2012 101. Last Chance for a
Roth Conversion
David John Marotta
President
Marotta Wealth Management
www.emarotta.com
4. Age 50+
$5,000 $6,000
Contribution Catch-up
Limit Provision
5. Traditional
Contributions Withdrawals
IRA
RMD
Nondeductible
Contributions IRA Withdrawals
Roth
Contributions Withdrawals
IRA
10. Traditional
IRA
Recharacterization
Conversion
Roth
IRA
16. John, 50 years old
$75,000 taxable income
$500,000 traditional IRA
25% 2012 rate
28% 2013 rate
21. $75,000 income
$67,700 at 25%
$74,750 at 28%
$217,450 total
$170,900 at 31%
should be kept if
accounts are up
17.9% or more
$388,350 total
$313,350 conversion
34. Last Chance for a
Roth Conversion
David John Marotta
President
Marotta Wealth Management
www.emarotta.com