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Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144
October 30, 2021
Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions.
(4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income.
(27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing highly appreciated Apple stock.
(46:30) George asks if military pensions count towards the income threshold for how much of Social Security is taxable.
Podcast: Play in new window | Download (Duration: 59:18 — 27.1MB)
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