5 Retirement Tax Deadlines to Plan For

Minimize your taxes by saving for retirement before these dates

October 18, 2010 RSS Feed Print

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[See 6 Secrets to Staying Employed After Age 50.]

October 17, 2011. If you wish to undo a 2010 Roth IRA conversion, you have until Oct. 17, 2011, to move your money back to a traditional IRA. To do this you will need to amend your 2010 tax return and subtract the amount that you put back in the pre-tax account from your 2010 gross income. Says Slott: "If you convert any time in 2010, you will have until October 17, 2011, to change your mind for any reason."

Tags:: estate taxes,; tax returns,; taxes,; retirement,; federal taxes

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"If you make a contribution between January 1 and April 15, 2010, you should tell the financial institution whether you want the contribution to apply to the 2010 or 2011 tax year." Don't you mean, you want the contribution to apply to the 2010 or 2009 tax year?

barbara of TX 12:28PM November 05, 2010