Income Taxes and Record Keeping ( tax ) Message Board

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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )

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To: Ira Player who wrote (2232)	7/1/1999 3:10:00 PM
From: Spots	Read Replies (1) of 5810

I will have to reread the stock option statement, but I've read it carefully in the past and don't recall such a provision (barring execution in a tax shelter). Yeah, I set up a Roth this April with 4,000 (2 for this year, 2 for last year), which is just enough to exercise some deep options to make that 16k, which is enough to exercise some more, etc. Still not seriously thinking about it, but I may just run it past my lawyer for grins. Roth turns out to be surprisingly flexible. Surely they'll fix that <G>. Investment income doesn't count against the income limit for contributing, you know. Fortunately I don't qualify for a Roth rollover <g>, but I'm planning on retiring from my day job in a few months and am seriously thinking about a modest rollover into a Roth then. Spots

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