Go offline with the Player FM app!
4 Roth Conversion Options for Tax-Free Portfolio Growth - 190
Manage episode 218592581 series 1375495
Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or “Death Bonds,” are being offered as a “solution” to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: Will the IRS take FICA taxes out of those conversions? What’s the deal with required minimum distributions, qualified charitable distributions, and Roth IRA rollovers? Plus, Joe and Big Al go off on self-directed IRAs. Transcript and show notes at http://bit.ly/YMYW-190
479 episodes
Manage episode 218592581 series 1375495
Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or “Death Bonds,” are being offered as a “solution” to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: Will the IRS take FICA taxes out of those conversions? What’s the deal with required minimum distributions, qualified charitable distributions, and Roth IRA rollovers? Plus, Joe and Big Al go off on self-directed IRAs. Transcript and show notes at http://bit.ly/YMYW-190
479 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.