Backdoor Roth, Investing, and Taxes - 396
Your Money, Your Wealth
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Capital Losses Do Not Survive You When You Die
Capital losses only get to be used against capital gains, not ordinary income. You cannot use your capital loss carry forward for R&B's required minimum distribution starting at 72. What you can use it against is other capital gains, whether it's related to stock sales or real estate sales. It does not survive you when you pass away.
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