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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Manage episode 413496776 series 2424283
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis.
(4:10) Chris and Paul chat about an IRS notice.
(10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people.
(17:45) George wonders if IRMAA avoidance and a large Roth conversion can be undone.
(36:30) George looks for clarification on if he can specify his future IRA distributions to prioritize taking from the after-tax basis portion or not.
(49:00) A listener explains their own personal projections and looks for thoughts on Roth conversions/tax planning in retirement ahead of RMD age.
The post Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 appeared first on The Retirement and IRA Show.
302 ตอน
Manage episode 413496776 series 2424283
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis.
(4:10) Chris and Paul chat about an IRS notice.
(10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people.
(17:45) George wonders if IRMAA avoidance and a large Roth conversion can be undone.
(36:30) George looks for clarification on if he can specify his future IRA distributions to prioritize taking from the after-tax basis portion or not.
(49:00) A listener explains their own personal projections and looks for thoughts on Roth conversions/tax planning in retirement ahead of RMD age.
The post Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 appeared first on The Retirement and IRA Show.
302 ตอน
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