hard · Certified Financial Planner Retirement
Ortega is planning a Roth conversion in 2026. Ortega has $90,000 in a pre-tax traditional IRA and $10,000 in a non-deductible (after-tax) traditional IRA.
If Ortega converts $20,000 to a Roth IRA, what portion of the conversion will be subject to ordinary income tax?
- $2,000
- $10,000
- $18,000
- $20,000
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