An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Innehåll tillhandahållet av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Liknande The Retirement and IRA Show
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Manage episode 413496776 series 2424283
Innehåll tillhandahållet av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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.
The post Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 appeared first on The Retirement and IRA Show.
302 episoder
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Manage episode 413496776 series 2424283
Innehåll tillhandahållet av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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.
The post Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 appeared first on The Retirement and IRA Show.
302 episoder
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Liknande The Retirement and IRA Show
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
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 ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
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 ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
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