New IRS Rules, Questions on Social Security and More: Q&A #2027

July 4, 2020

New IRS Rules, Questions on Social Security and More: Q&A #2027

Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions.

(2:30)  Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs).

(13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits.

(31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the place of a Roth conversion.

(45:25) A couple from New York wonder what would be the best age to claim their Social Security benefits.

(51:15) A listener has a question about CRUT (stretch) strategies with IRA inheritance planning.

Podcast: Play in new window | Download (Duration: 1:02:14 — 28.5MB)

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