Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Description
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts.
(12:00 ) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections.
(19:00 ) A listener looks for the teams thoughts on whether or not Roth conversions while in the 32% bracket could make sense.
(34:00 ) A listener from South Carolina looks for clarification on the step up in basis at a spouses passing in a community property state.
(1:01:30 ) A listener in Florida asks for opinions on potential ways to avoid the large taxes associated with leaving a Trust to his special needs son.
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