CARES Act and RMD Relief: EDU #2030
July 29, 2020
Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe:...
Listen NowSocial Security, CARES Act, and Monte Carlo Analysis: Q&A #2030
July 25, 2020
Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis. (8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age. (16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is...
Listen NowInflation Adjustments, COLAs, and the MDF: EDU #2029
July 22, 2020
Jim and Chris discuss a listener from Utah’s topic regarding inflation estimates, cost of living adjustments, and the minimum dignity floor. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E29.mp3 Podcast: Play in new window | Download (Duration: 47:05 — 21.3MB) Subscribe:...
Listen NowRoth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029
July 18, 2020
Chris is joined by our resident tax expert and CPA, Bob Palechek to discuss Roth conversions, tax brackets, and other general tax questions. (4:25) An Arizonian wonders if 401k contributions count as earned income for the purposes of Roth contributions. (10:50) A listener from Connecticut asks how much he can convert from a 401k to his Roth IRA while still staying below the 24% tax bracket....
Listen NowUtilizing Trusts to Reduce the Impact of Taxes: EDU #2028
July 15, 2020
Jim and Chris are joined by our resident tax expert and CPA, Bob Palechek, as well as estate and tax planning attorney, Peter Scott to discuss the various ways in which trusts can be utilized to reduce the impact of taxes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E28.mp3 Podcast: Play in new window | Download (Duration:...
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