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Old 03-19-2023, 05:16 PM
Bill14564 Bill14564 is offline
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Quote:
Originally Posted by Babubhat View Post
Taxable distributions can be backwards. Children working in California or NY could be paying more than 50% tax. May be better to do Roth conversions for the tax differential.

Look into creating a 501c3 if the amounts are worthwhile. All of The wealthy use this planning device. The IRS pays no scrutiny if you execute it properly.
Any source for that? I can't find any rates higher than 13% and might be as low as 0%.

Definitely want to consult a tax professional before trying to play games with the IRS.
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