Monday, January 18, 2021 4:27:30 PM
Message in reply to:
Yup, I think anything below 25,000 shares is save as 25,000 x $45 is just $1,125,000. Would only pay normal income tax rates over $1 mil only a small portion at a pretty high bo target.
And yes, no need to split IRA shares as they are either completely tax free if Roth and tax from 10- 37% currently depending on your income when withdrawn. Should be low as you probably won’t have much income, maybe $2500 to $3000 month for Social Security if retired.
BelizeMe
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