Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
The Retirement and IRA Show - Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
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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 […]
