Tax Brackets and Income Stacks: EDU #2049
December 9, 2020
Chris sits down with our in-house tax specialist and CPA, Bob Palechek, to discuss tax brackets and “income stacks”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E49.mp3 Podcast: Play in new window | Download (Duration: 46:41 — 21.4MB) Subscribe:...
Listen NowSocial Security and RMDs: Q&A #2049
December 5, 2020
Chris answers listeners’ interesting and compelling questions relating to Social Security rules and RMDs (Required Minumum Distributions). (2:45) George asks for confirmation on the rules/benefits for his mother retroactively filing for her Social Security benefit. (8:10) A listener from Missouri asks about the penalties and frequency of penalties incurred if someone were to file for...
Listen NowSocial Security and WINDEX: EDU #2048
December 2, 2020
Chris sits down to discuss the important and often confusing Social Security topic of the widow’s indexed primary insurance amount (WINDEX). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E48.mp3 Podcast: Play in new window | Download (Duration: 38:27 — 17.6MB) Subscribe:...
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