IRS Tax Court Cases and PLRs: EDU #2119
May 12, 2021
Jim and Chris sit down to discuss a couple court cases from IRS tax court and some private letter rulings (PLR). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E19.mp3 Podcast: Play in new window | Download (Duration: 53:05 — 24.3MB) Subscribe:...
Listen NowSocial Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119
May 8, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:45) A listener wonders about the taxation of...
Listen NowRecapping Ed Slott Training Topics: EDU #2118
May 5, 2021
Jim and Chris sit down to discuss a variety of topics from Jim’s experience at the most recent Ed Slott training session. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E18.mp3 Podcast: Play in new window | Download (Duration: 57:56 — 26.5MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118
May 1, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how to convert money from a 457(b)...
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