Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939
October 12, 2019
Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for the ACA tax credit. 1:00:46 An Arizonan asks if SSA...
Listen NowAdviser Fees, Part 3: Edu #1936
October 9, 2019
Jim and Chris finish their Edu series on Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:08 — 35.8MB) Subscribe:...
Listen NowConversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938
October 5, 2019
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...
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