4 Roth Conversion Options for Tax-Free Portfolio Growth - 190

Published: Oct. 9, 2018, 7:43 p.m.

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Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or \\u201cDeath Bonds,\\u201d are being offered as a \\u201csolution\\u201d to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: Will the IRS take FICA taxes out of those conversions? What\\u2019s the deal with required minimum distributions,\\xa0qualified charitable distributions,\\xa0and Roth IRA rollovers?\\xa0 Plus, Joe and Big Al go off on self-directed IRAs. Transcript and show notes at\\xa0http://bit.ly/YMYW-190

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