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WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

White Coat Investor Podcast

Transferring Low Basis Shares to a 529 Account and Paying Taxes for Rollover IRA Conversion

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In this chapter, they discuss the possibility of transferring low basis shares to a child's 529 account and provide strategies to avoid capital gains taxes. They also address a listener question regarding when taxes need to be paid for a rollover IRA to Roth IRA conversion, explaining the pay-as-you-go system and the concept of quarterly estimated tax payments.

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