The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008

February 22, 2020

The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008

Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs.

(5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement.

(7:17) A Virginian asks a question similar to above in regards to the earnings test.

(14:20) Another listener asks how does the SECURE Act affect an inherited Traditional IRA?

(35:50) A listener from Michigan has a question about the SECURE Act 10 year rule in regards to his Joint Life Income Annuity IRA.


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