Recent content by quiltingemi

Thank you for your explanation! I’m new to this and I’m trying to understand the process. When you say specifying 100% withholding, where or to whom I specify? To the investment company or the IRS when I fill out the form and mail the check?

My husband retired a couple of years ago and last year he received the last distribution of his stock options. We live on investments and savings. We are planning on converting our traditional IRAs to Roth IRAs in to stay in the 22-24% tax bracket. Are we supposed to make quarterly payments to...