RetireSoon
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I think paying 90% of last year's taxes is 'safe harbor' with IRS; paying that much this year means no penalties apply if you owe more at tax time. (110% if you...
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Basically, I'm trying to figure out if there are any rules surrounding ROTH withdrawals over the age of 65, if I am ALSO converting 403b to ROTH after retiremen...
Activity Feed for RetireSoon
- Posted Re: Roth Conversions made this year will lead to a Tax Liability next year. Do I have to Pay the Tax Liability by 4/15/25? on Get your taxes done using TurboTax. October 30, 2024 5:47 PM
- Tagged Re: Roth Conversions made this year will lead to a Tax Liability next year. Do I have to Pay the Tax Liability by 4/15/25? on Get your taxes done using TurboTax. October 30, 2024 5:47 PM
- Posted Re: Is there some place that explains ROTH rules for people OVER 65 who have ROTH accounts more than 5 years old? on Get your taxes done using TurboTax. October 30, 2024 5:17 PM
- Tagged Re: Is there some place that explains ROTH rules for people OVER 65 who have ROTH accounts more than 5 years old? on Get your taxes done using TurboTax. October 30, 2024 5:17 PM
- Cheered Re: What should I look for in an ETF to minimize taxes while maximizing income generation? for Anonymous_. October 30, 2024 5:04 PM
- Cheered Re: How to pay estimated tax for unpredictable stock sales for Bsch4477. October 30, 2024 4:02 PM
- Posted Is there some place that explains ROTH rules for people OVER 65 who have ROTH accounts more than 5 years old? on Get your taxes done using TurboTax. October 30, 2024 4:00 PM
- Tagged Is there some place that explains ROTH rules for people OVER 65 who have ROTH accounts more than 5 years old? on Get your taxes done using TurboTax. October 30, 2024 4:00 PM
- Posted What should I look for in an ETF to minimize taxes while maximizing income generation? on Get your taxes done using TurboTax. October 30, 2024 3:44 PM
- Tagged What should I look for in an ETF to minimize taxes while maximizing income generation? on Get your taxes done using TurboTax. October 30, 2024 3:44 PM
- Cheered Re: Roth Conversions made this year will lead to a Tax Liability next year. Do I have to Pay the Tax Liability by 4/15/25? for Juliane22. October 30, 2024 3:36 PM
- Posted How does the 5 year hold for ROTH conversions work with previous ROTH investments? on Get your taxes done using TurboTax. October 30, 2024 3:28 PM
- Tagged How does the 5 year hold for ROTH conversions work with previous ROTH investments? on Get your taxes done using TurboTax. October 30, 2024 3:28 PM
- Posted 403b to ROTH conversion after 65 & retired; how to structure for minimum taxes & medicare premiums? on Get your taxes done using TurboTax. October 30, 2024 3:21 PM
- Tagged 403b to ROTH conversion after 65 & retired; how to structure for minimum taxes & medicare premiums? on Get your taxes done using TurboTax. October 30, 2024 3:21 PM