The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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コンテンツは Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Manage episode 409605409 series 2424283
コンテンツは Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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.
The post Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 appeared first on The Retirement and IRA Show.
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Manage episode 409605409 series 2424283
コンテンツは Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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.
The post Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 appeared first on The Retirement and IRA Show.
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The Retirement and IRA Showに似ているもの
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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