Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts.

(12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections.

(19:00) A listener looks for the teams thoughts on whether or not Roth conversions while in the 32% bracket could make sense.

(34:00) A listener from South Carolina looks for clarification on the step up in basis at a spouses passing in a community property state.

(1:01:30) A listener in Florida asks for opinions on potential ways to avoid the large taxes associated with leaving a Trust to his special needs son.

The post Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 appeared first on The Retirement and IRA Show.