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Personal Investments • How and when to pay taxes on December Roth Conversion?

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Have you paid 90% of the federal tax for 2024 tax year or 100% of the tax for 2023? If not, I would ask the brokerage to withhold enough for taxes. I'm not sure about state tax.

TravelforFun
Best to not do withholding because that results in less money in your Roth.

Statistics: Posted by tadamsmar — Thu Nov 28, 2024 8:09 am — Replies 3 — Views 93



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