Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413

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

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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 […]