Tax Court Cases and Private Letter Rulings: EDU #2145
November 10, 2021
Jim and Chris sit down to discuss a couple tax court cases and private letter rulings from Jim’s most recent Ed Slott group training. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E45.mp3 Podcast: Play in new window | Download (Duration: 1:04:28 — 29.5MB) Subscribe:...
Listen NowMega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145
November 6, 2021
Jim and Chris discuss listeners questions relating to average wage index, Social Security, mega backdoor Roth conversions, solo 401(k) contribution limits, and qualified retirement plans. (20:00) A listener asks about the average wage index (AWI) for workers born in 1960 and the effects of COVID in 2020. (23:00) A listener points out some social security Medicare expense increases as well as...
Listen NowUpdates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144
November 3, 2021
Chris and in house CPA, Bob Palechek sit down to discuss updates to the potential tax changes within the proposed Build Back Better Act as well as a listeners in-depth tax question. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E44.mp3 Podcast: Play in new window | Download (Duration: 1:05:21 — 29.9MB) Subscribe:...
Listen Now