• IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518

  • May 3 2025
  • Length: 1 hr and 31 mins
  • Podcast

IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518

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  • Summary

  • Jim and Chris are joined by Jake to discuss listener questions related to IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA.(20:00) Jim, Chris, and Jake respond to a […]

    The post IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518 appeared first on The Retirement and IRA Show.
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