More Social Security Stuff
April 28, 2018
Jim and Chris answer a few questions on a variety of Social Security topics. Does the non-taxable portion of your Social Security benefit figure in to how your MAGI (Modified Adjusted Gross Income) is calculated for the purpose of determining your Medicare part B premium? What are some of the particulars regarding the Spousal Child in Care benefit? And a frustrated younger listener asks for some...
Listen NowRMDs and SEP IRAs
April 21, 2018
Jim, Chris and Justin discuss the intricacies of contributing to and taking RMDs from employer provided 401(k)s and SEP IRAs if you are older than 70 1/2 and still working. Jim and Chris then answer listeners questions regarding Social Security: SS fraud, the File and Suspend strategy and Social Security spousal benefits vs survivor benefits....
Listen NowFollow-up on Previous Tax and IRA Questions
April 14, 2018
Jim and Chris follow up on some previous topics. The listener with last week’s tax question came back for some clarification regarding taxes and IRAs. Another listener wanted to revisit the topic of Roth conversions and suggested an alternate Roth conversion strategy. Jim and Chris also answered a couple of Social Security questions: What can you do if you get incorrect information from...
Listen NowEstate Planning Topics
April 7, 2018
Estate Planning Attorney Darci Gerdes joins Jim and Chris to answer a multi-part estate planning question from a listener in AZ. The topics covered include wills, Powers of Attorney, revocable living trusts, probate and how to find a good estate planning attorney. Justin Fundalinski also joins Jim and Chris for the second half of the podacast to discuss tax planning strategies....
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