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Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security.
(9:10) A listener jokes about the state trivia and offers a suggestion for Chris's benefit.
(11:10) Another listener shares a PSA about delays in online Social Security applications and recommends visiting a local office.
(20:15) Georgette asks whether delaying her husband’s Social Security filing would be beneficial for Roth conversions.
(39:30) Jim and Chris address whether the minus-one method for RMDs was paused during the IRS’s waiver period.
(59:20) The guys answer if inherited Roth IRAs are ever subject to RMDs other than the 10-year deadline.
(1:14:15) George questions whether there are ever good reasons to take Social Security early.
Show Notes: the Slott Report
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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