Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

October 30, 2021

Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

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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