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Old 08-14-2009, 02:43 PM
 
Location: We_tside PNW (Columbia Gorge) / CO / SA TX / Thailand
22,537 posts, read 39,914,033 times
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I need to counsel a 91 yr old (high net worth, self managed) on the 'post- 2010' changes and I've mentioned the following:

2010 = a good yr to die (no estate taxation)

No income cap on Roth Conversions (probably not a good idea anyway for a 91 yr old ..., but... probably good for a 50 yr old retiree (me))

Capital gains? (Does the current 15% max LTCG rate expire in 2009, or last through 2010?)

any other critical issues?

I will compile and send the 91 yr old to a GOOD CPA.
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