Social Security, IRAs, and Backdoor Roth Contributions: Q&A #2122
May 29, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security, IRAs, backdoor Roth’s, and overcontributions to Roth IRAs. (3:25) A listener looks for clarification on collecting spousal Social Security benefits. (8:15) George from California asks about Social Security survivor benefits. (18:30) A listener has a question about the possible taxation of non-deductible...
Listen NowWhether To Work and Where To Live In Retirement: EDU #2121
May 26, 2021
Jim and Chris welcome special guest, Kevin Lyles, from the Rock Retirement Club to discuss whether to work and where to live in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E21.mp3 Podcast: Play in new window | Download (Duration: 56:53 — 26.0MB) Subscribe:...
Listen NowTax Specific Questions: Q&A #2121
May 22, 2021
Chris sits down with resident CPA, Bob Palechek to discuss listeners questions pertaining specifically towards taxes. (3:10) A Pennsylvania listener looks to have his question answered regarding donating money from an IRA after RMD age. (21:00) George from Texas asks about the treatment of profit/loss from cryptocurrencies. (28:30) George looks for clarification on the amount of earned income he...
Listen NowFinancial Planning and Taxes: EDU #2120
May 19, 2021
Jim and Chris sit down with inhouse CPA, Bob Palechek to discuss some listener emails pertaining to taxes and financial planning related questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E20.mp3 Podcast: Play in new window | Download (Duration: 1:12:52 — 33.4MB) Subscribe:...
Listen NowSocial Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120
May 15, 2021
Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering George from Texas’s question about maximizing his...
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