Does anyone know why pre-tax values are used for estate tax calculations? Same question for FAFSA. Assume I have a $10m after tax account and a $4m traditional IRA. I'm only (or my heirs) going to see 60-70% after tax but the full amount is what is reported for estate tax purposes.
Statistics: Posted by shepherd — Mon Oct 28, 2024 9:19 pm — Replies 9 — Views 456