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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
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.
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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