Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Categories:

Business

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 […]