An incremental $1M tIRA for estate tax purposes is valued the same as an incremental $1M Roth. This is a consideration for Roth conversion if your estate is close to the federal exemption or for some the lower state exemption amount.
In MA, with trusts, a couple could exempt $4M from MA estate taxes.
In MA, with trusts, a couple could exempt $4M from MA estate taxes.
Statistics: Posted by ee_guy — Tue Dec 10, 2024 10:52 am — Replies 23 — Views 805