Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144
October 30, 2021
Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...
Listen NowNuances With Beneficiaries Of Inherited IRAs: EDU #2143
October 27, 2021
Jim and Chris sit down to discuss a listener prompted topic relating to nuances with beneficiaries of inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E43.mp3 Podcast: Play in new window | Download (Duration: 1:06:36 — 30.5MB) Subscribe:...
Listen NowSocial Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143
October 23, 2021
Jim and Chris discuss questions relating to Social Security, JWROS accounts, TSPs, inherited IRAs, backdoor and converted Roth contributions. (9:45) A Wisconsin listener looks for clarification on Social Security Survivor benefits. (12:00) A listener from Arizona looks for advice on when to claim Social Security. (19:00) George from Indiana asks if there’s any advantage to delaying...
Listen NowIrrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142
October 20, 2021
Jim and Chris sit down to discuss irrevocable life insurance trusts (ILITs) after provisions of the Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 57:57 — 26.5MB) Subscribe:...
Listen NowCOLA and Other Changes To Social Security For 2022: Q&A #2142
October 16, 2021
Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 42:41 — 19.5MB) Subscribe:...
Listen Now
