Social Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150
December 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas looks for confirmation on his Social Security claiming...
Listen NowDiscussing The Fun Number Continued: EDU #2149
December 8, 2021
Jim and Chris sit down to continue discussing our concept of the “Fun Number” and planning around a fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E49.mp3 Podcast: Play in new window | Download (Duration: 1:11:42 — 32.8MB) Subscribe:...
Listen NowSocial Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149
December 4, 2021
Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IRA to contribute an additional 20% of their net...
Listen NowDiscussing The Fun Number: EDU #2148
December 1, 2021
Jim and Chris sit down to discuss a couple of listener emails regarding our “fun number” concept and planning around a fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E48.mp3 Podcast: Play in new window | Download (Duration: 1:19:38 — 36.5MB) Subscribe:...
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