Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101
December 31, 2020

Jim and Chris answer listeners’ questions and discuss topics relating to taxes, Roth conversions, Roth contribution rules, hardship exceptions, and inherited IRAs. (8:00) Bob, our in-house CPA, provides a talking point about skipping RMDs in 2020 and the possibility of a delayed tax penalty for those who withhold taxes in 2021. (12:30) A colleague of Jim and Chris asks a question looking...
Listen NowMedical Issues, LTC, and Retirement Planning: EDU #2051
December 30, 2020

Chris welcomes Jim back to the podcast to discuss his medical issue and the long term effects medical issues can have on retirement plans. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E51.mp3 Podcast: Play in new window | Download (Duration: 1:08:18 — 31.3MB) Subscribe:...
Listen NowSocial Security, IRMAA, Home Equity, and LTC: Q&A #2051
December 19, 2020

Chris sits down to answer questions about Social Security, IRMAA, home equity, Roth conversions, and LTC (long-term care). (3:15) A Virginian listener asks a question relating to delayed retirement credits and rules surrounding the claiming of Social Security. (15:10) A listener from Indiana asks for clarification on the impacts of IRMAA. (22:45) A Michigan listener wonders how the equity...
Listen NowNon-Financial Retirement Issues: EDU #2050
December 16, 2020

Chris sits down with special guest, Kevin Lyles, to discuss some important non-financial retirement issues. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E50.mp3 Podcast: Play in new window | Download (Duration: 50:29 — 23.1MB) Subscribe:...
Listen NowIRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050
December 12, 2020

Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions. (2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA. (13:10) A Texan listener asks what the best time for his wife to claim her spousal Social Security benefits alongside her current TRS pension would...
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