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Tax Questions Answered: Q&A #2428

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Conteúdo fornecido por Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions.

(3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement.

(19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well as the capital gains implications.

(28:00) A listener wonders if there is a way to pay taxes from a Roth IRA account that has already been taxed during a conversion that doesn’t involve form 2210.

(41:30) Chris and Paul help a new listener with how to best time Roth Conversions and whether he’ll be paying Social Security taxes thus increasing his benefits.

(52:10) Georgette wants to know if you roll a T-bill over in Treasury Direct, do you pay federal tax on it for the year it rolls over or do you only pay the tax when you actually receive the payment into your bank account?

The post Tax Questions Answered: Q&A #2428 appeared first on The Retirement and IRA Show.

  continue reading

362 episódios

Artwork
iconCompartilhar
 
Manage episode 428621694 series 2424283
Conteúdo fornecido por Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions.

(3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement.

(19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well as the capital gains implications.

(28:00) A listener wonders if there is a way to pay taxes from a Roth IRA account that has already been taxed during a conversion that doesn’t involve form 2210.

(41:30) Chris and Paul help a new listener with how to best time Roth Conversions and whether he’ll be paying Social Security taxes thus increasing his benefits.

(52:10) Georgette wants to know if you roll a T-bill over in Treasury Direct, do you pay federal tax on it for the year it rolls over or do you only pay the tax when you actually receive the payment into your bank account?

The post Tax Questions Answered: Q&A #2428 appeared first on The Retirement and IRA Show.

  continue reading

362 episódios

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