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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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About the Show

About the Show

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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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.