memorris7
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Thanks to everyone for the great answers. We are converting at the $250k+ level to reduce the balance in our IRA's (for at least 10 yrs), the combined effective...
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Total Fed/State 22%, w/o Roth conversions 32-34% bracket
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Yes, took those into consideration many years ago when I came up with the plan to do this. We are paying some IRMAA now, but the NPV of that and paying taxes to...
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Should have added that we are retired (on purpose to have no income so we can fill up the tax brackets with Roth Conversions). So no withholdings and we are pay...
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All excellent points that I am working on with her:1. Have 3 meetings set up for her next week to find a fiduciary CFP, brokerage firm & estate planning attorne...
Activity Feed for memorris7
- Posted F2210 data not transferring to state return on Get your taxes done using TurboTax. February 18, 2025 11:31 AM
- Posted Roth conv Q4, no other taxable income until conversions are done. Fed 2210 data won't transfer to state 2210 is blank, with penalty. TT says not their problem! Fixable? on Retirement tax questions. February 17, 2025 8:22 AM
- Cheered Re: 2025 Roth Conversion All in January - Pay Taxes Quarterly? for fanfare. January 9, 2025 3:42 AM
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- Cheered Re: 2025 Roth Conversion All in January - Pay Taxes Quarterly? for fanfare. January 8, 2025 7:09 AM
- Posted Re: 2025 Roth Conversion All in January - Pay Taxes Quarterly? on Retirement tax questions. January 7, 2025 8:38 AM
- Posted Re: 2025 Roth Conversion All in January - Pay Taxes Quarterly? on Retirement tax questions. January 6, 2025 2:36 PM
- Posted Re: 2025 Roth Conversion All in January - Pay Taxes Quarterly? on Retirement tax questions. January 6, 2025 2:09 PM
- Posted 2025 Roth Conversion All in January - Pay Taxes Quarterly? on Retirement tax questions. January 6, 2025 11:29 AM
- Posted Re: 2-yr limit to sell house after spouse passes to use spouse's $250k capital gains exclusion on Get your taxes done using TurboTax. August 24, 2024 7:00 AM
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- Posted Re: 2-yr limit to sell house after spouse passes to use spouse's $250k capital gains exclusion on Get your taxes done using TurboTax. August 24, 2024 6:47 AM
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- Posted Re: 2-yr limit to sell house after spouse passes to use spouse's $250k capital gains exclusion on Get your taxes done using TurboTax. August 23, 2024 1:00 PM
- Posted Re: 2-yr limit to sell house after spouse passes to use spouse's $250k capital gains exclusion on Get your taxes done using TurboTax. August 23, 2024 12:57 PM
- Posted 2-yr limit to sell house after spouse passes to use spouse's $250k capital gains exclusion on Get your taxes done using TurboTax. August 23, 2024 11:26 AM