Don't let a market crash go to waste, say the estate planners at Leimberg. Lower stock prices make this the perfect time for intra-family taxable gifts, or for converting a traditional IRA to a Roth IRA at a lower tax cost.
Trouble is, with this much market volatility the accuracy of any projections of tax savings are suspect.
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Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
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1 comment:
Start tax-savvy transfers of wealth on the first day of a bear market? Leimberg is jumping the gun.
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