• Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510

  • Mar 8 2025
  • Length: 1 hr and 21 mins
  • Podcast

Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510

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  • Summary

  • Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified. (21:30) A listener asks for guidance on which accounts to […]

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