Preparing for Potential Tax Law Changes | Tax Planning Webinar

How do recent tax legislation and proposals impact you, your family, and your retirement savings? Some questions answered:

Is the SECURE 2.0 any closer to being passed in Congress? If so, I believe RMDs age increase happens once again. Is that correct?
Is alternative minimum tax back? How do they figure AMT?
If these tax changes pass before the end of 2021 when would they start?
Any concerns politicians may end up taxing Roth withdrawals?
Do net investment income taxes (3.8%) apply to Roth conversions?
What pieces of the Roth IRA/401K/backdoor conversions are proposed to be banned starting 1/1/2022? I'm a bit unclear what is getting phased out over time (2028/2029) vs immediate stop in 2022.
Now that backdoor roth conversions will be gone are there any alternative options left?
Was there talk about retroactive on capital gains increase to March 2021?
Is there any indication of changes to taxation of Social Security benefits?
When you do a ROTH conversion are taxes automatically deducted as part of process?
I'm 70. Should I convert my 401k entirely to a Roth IRA this year or do it over 2 yrs?
I have 50K in a savings account. Can I transfer all of it to a Roth IRA?
I was advised not to convert IRA funds to ROTH due to my tax rate which is already high. Why would my invesment counselor and CPA so advise? My MAGI is well under $100K
Can you put pension $ that has been taxed into a roth a/c
Thoughts about borrowing against high unrealized appreciated assets expected to step-up upon death to avoid taxation altogether?
For people on Medicare doing Roth Conversions, how should you take in account Medicare premium?
I have rolled over my 401k to IRA. I am afraid to invest lump sum converted money in the market. What should be my strategy?

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• The material in this presentation is not intended as tax or legal advice, you are encouraged to seek advice from an independent professional advisor based on your individual circumstances. Tax laws and regulations are complex and subject to change.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
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