@crevitch wrote: What if the exclusion was $5M, there was $6M in the IRA and $3M in a conventional account, how much would be subject to estate tax?
What if the exclusion was $5M, there was $6M in the IRA and $3M in a conventional account, how much would be subject to estate tax?
Simple answer: $4 million ($6 + $3 - $5 = $4).
