Excel Spreadsheet

Roth IRA Tracking

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Track Roth IRA Contributions and Conversions in case you retire early.

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Shared by: Madison DuPaix
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Roth IRA Tracking The Importance of Keeping Great Tax Records Year 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 Contribution $ $ $ $ $ $ $ $ $ $ $ 5 4,000 4,000 3,000 3,000 3,000 2,000 1,730 1,000 Conversion $ $ $ $ $ $ $ $ $ $ $ (4,467) $ 22,315 4,398 8,069 5,107 590 2,904 2,052 Withdrawal (10,000) Maximum $ $ $ $ $ $ $ $ $ $ $ 5,000 4,000 4,000 4,000 3,000 3,000 3,000 2,000 2,000 2,000 2,000
Shared by: Madison DuPaix
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