Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026
June 27, 2020
Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...
Listen NowThings to Know About Year-of-Death RMDs: EDU #2025
June 24, 2020
Jim brings up this topic today as he and Chris discuss year-of-death RMDs: what’s to be expected when a loved one passes and they leave behind qualified retirement accounts? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E25.mp3 Podcast: Play in new window | Download (Duration: 1:04:46 — 29.6MB) Subscribe:...
Listen NowSome Questions About Social Security & IRAs: Q&A #2025
June 20, 2020
Jim and Chris answer multiple questions relating to Social Security and IRAs. (5:45) A Californian asks if his mother-in-law’s husband can claim a spousal benefit even if she never claimed her own Social Security benefit. (10:45) A listener from Ohio would like to reduce his tax burden from the interest income earned by his cash accounts. (27:35) A listener would like to know if her...
Listen NowEstate Planning: EDU #2024
June 17, 2020
Peter Scott joins Jim and Chris for this EDU podcast about Estate Planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E24.mp3 Podcast: Play in new window | Download (Duration: 1:06:05 — 30.3MB) Subscribe:...
Listen NowSocial Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024
June 13, 2020
Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities. (5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits. (15:20) A listener from New York would like to know in which month or...
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