Employee Tax Expert
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Here's all the basics to consider regarding an IRA conversion: https://blog.turbotax.intuit.com/taxes-101/taxes-101-ira-conversions-1946/
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There are multiple considerations relevant to the conversion of a Traditional IRA to a Roth IRA, Most importantly, the tax paid on the conversion will reduce th...
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Your wife would be eligible for 50% of what your SS would pay today/now, but only if your wife did not begin taking her own social security benefit prior to her...
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From a current income tax perspective only, social security benefits are preferable to 403(b) distributions because, at most, only 85% of social security benefi...
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An RMD is simply a regular distribution that is not eligible for rollover and is subject to penalty if not taken. There is no other distinction between a distri...
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- Got Cheered for Re: retirement educator advice. June 26, 2024 4:48 PM
- Posted Re: retirement educator advice on Retirement tax questions. June 26, 2024 4:32 PM
- Posted Re: Roth conversions on Retirement tax questions. June 26, 2024 4:06 PM
- Got Cheered for Re: Tax on 403B withdrawal vs Soc Sec benefits. June 26, 2024 11:38 AM
- Got Cheered for Re: Social Security. June 26, 2024 11:38 AM
- Posted Re: Social Security on Retirement tax questions. June 26, 2024 11:37 AM
- Posted Re: Tax on 403B withdrawal vs Soc Sec benefits on Retirement tax questions. June 26, 2024 10:54 AM
- Posted Re: RMD followup - when do I say distribution is an RMD, and when not? on Retirement tax questions. June 26, 2024 10:19 AM
- Posted Re: Tax brackets and taxable retirement accounts on Retirement tax questions. June 26, 2024 9:54 AM
- Got Cheered for Re: I'm receiving SS but did not reach full retirement age this year. I earned more than 15k on Royalties. I had production tax deductible expenses for the royalties. Will SS calculate what I owe based on the full amount or the amount after deductions?. June 26, 2024 9:41 AM
- Posted Re: I'm receiving SS but did not reach full retirement age this year. I earned more than 15k on Royalties. I had production tax deductible expenses for the royalties. Will SS calculate what I owe based on the full amount or the amount after deductions? on Retirement tax questions. June 26, 2024 9:37 AM