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How Do Capital Gains Affect My Roth Conversion Strategy?

Many people who are looking to implement a Roth conversion strategy also have a regular investment account. After all, retirement account contributions are limited each year, and many people are looking to set aside additional money. Over time, these taxable accounts can accumulate quite a bit of growth in themselves, particularly if you have a sensible, long-term, diversified portfolio. In that case, you might have capital gains that are now part of your tax planning picture.

Roth Conversions
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Considerations When Trying To Balance Charitable Giving and Roth Conversions

Retirement accounts can also be used to support charitable causes. Beginning at age 70 ½, anyone with a traditional IRA can donate up to $100,000 per year to a qualified charity. This is known as a qualified charitable distribution (QCD). A married couple can contribute $100,000 per year, per person. The benefit of doing this is that any QCD is made tax-free.

Investment Planning Tax Planning Retirement Planning Roth Conversions
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