Wednesday, March 11, 2020

Lemonade from lemons

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.

1 comment:

JLM said...

Start tax-savvy transfers of wealth on the first day of a bear market? Leimberg is jumping the gun.