Addressing Tax-Focused Questions: EDU #2152

December 29, 2021

Addressing Tax-Focused Questions: EDU #2152

Jim, Chris, and Bob sit down to discuss and answer multiple tax-focused questions in the final EDU show of the year.

(6:30) George from Texas asks about the potential taxation resulting from trading cryptocurrencies.

(13:00) George from New York looks for clarification on Roth conversions, IMRAA, and tax filing status.

(25:30) A Virginian listener looks for advice on potentially increasing annual Roth conversion amounts.

(48:15) Georgette and George from Pennsylvania wonder about the “kiddie tax” and the tax implications of gifting stock to grandchildren.

(59:00) A listener from Indiana looks for clarification on Roth contributions for a married filing jointly couple.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.