The Best Way to Pay the Tax on the Conversion

Weekly Wednesday Wisdom Webinars Sept. 27, 2023

Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1 p.m. www.wisdomwebinar.com to register or give our office a call at 844-885-4200.

Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the questions below.

  • 2:40 If we are looking at doing Roth conversions, what is the best way to pay the tax on the conversion?
  • 16:44 How to track gains of CDs inside of IRA?
  • 21:03 Is now a good time to cash out I Bond and roll it over to a CD?
  • 27:14 I Will turn 73 in January must I take my RMD?

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Join our Weekly Wisdom Webinars

Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.

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