Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131
July 31, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s. (4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit. (12:15) A Floridian asks about the idea of claiming Social Security early to collect a...
Listen NowTax Impacts Of Investing In Real Estate: EDU #2130
July 28, 2021
Chris and Bob sit down to discuss the three phases of investing in real estate and the potential tax impacts of owning real estate as an investment. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E30.mp3 Podcast: Play in new window | Download (Duration: 1:01:21 — 28.1MB) Subscribe:...
Listen NowSocial Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130
July 24, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, reserve funds, ACA tax credits, and leaving an IRA as inheritance. (3:15) Georgette from New York looks for advice on when to claim her own Social Security benefit and when to file for a spousal benefit. (21:00) Georgette from New York asks a second question about how much money to keep in liquid funds in case the...
Listen NowOwning Real Estate In An IRA: EDU #2129
July 21, 2021
Jim and Chris sit down to discuss a listeners email and readdress the concept of owning real estate in an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E29.mp3 Podcast: Play in new window | Download (Duration: 1:04:30 — 29.5MB) Subscribe:...
Listen NowSocial Security, Inheritance, and MDF Coverage: Q&A #2129
July 17, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, leaving a guaranteed inheritance, and minimum dignity floor (MDF) coverage. (11:00) A Floridian listener looks for clarification on currently collecting Social Security disability benefits and delaying his normal benefit to age 70. (17:45) A listener from Illinois asks about the possibility of his wife’s...
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