Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
Description
Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation.
(09:00 ) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified.
(21:30 ) A listener asks for guidance on which accounts to withdraw from when planning a large financial gift to an adult son.
(37:15 ) The guys offer their perspective on doing Roth conversions early in retirement in order to reduce RMDs, and thus taxes, later in retirement.
(59:30 ) Georgette seeks clarity on revocable trust taxation, IRA beneficiary designations for minors, and whether a trust should be named as the beneficiary of a Roth or brokerage account.
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