Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage […]

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