Secure Act 2.0 Updates and Clarification Part 5: EDU #2322
May 31, 2023
Jim and Chris sit down to wrap up their discussion on the Secure Act 2.0 updates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:51 — 32.0MB) Subscribe:...
Listen NowSocial Security, IRA Beneficiaries, QCDs, and IRMAA Exceptions: Q&A #2321
May 27, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, IRA beneficiaries, OCDs, and IRMAA exceptions. (9:00) Jim and Chris continue a discussion based on a Michigan listeners situation where he did not receive his full Social Security Delayed Retirement Credits. (20:15) A Californian listener asks about the timing for her husband claiming his own Social Security...
Listen NowSecure Act 2.0 Updates and Clarification Part 4: EDU #2321
May 24, 2023
Jim and Chris finalize their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E21.mp3 Podcast: Play in new window | Download (Duration: 1:16:33 — 35.0MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320
May 20, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, RMDs, and beneficiaries. (4:45) George from Utah asks a handful of questions relating to his Social Security benefit, spousal benefits and the timing of both. (18:00) George from North Carolina wonders if he will receive the Social Security COLA adjustment for last year even if he has not...
Listen NowSecure Act 2.0 Updates and Clarification Part 3: EDU #2320
May 17, 2023
Jim and Chris continue their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E20.mp3 Podcast: Play in new window | Download (Duration: 1:08:47 — 31.5MB) Subscribe:...
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