Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
November 30, 2024
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as you turn 70. (13:00) The guys are asked for their input on Social Security claiming strategy. (21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different...
Listen Now60-day Rollover Conversion Strategy: EDU #2448
November 27, 2024
Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E48.mp3 Podcast:...
Listen NowEarnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
November 23, 2024
Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a time limit to apply for Survivor Benefits. (46:30) George asks...
Listen NowRoth Conversions and RMDs: EDU #2447
November 20, 2024
Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!). https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E47.mp3 Podcast: Play in new window | Download (Duration: 1:10:18 — 32.2MB) Subscribe:...
Listen NowSocial Security Benefits, Roth Conversions, and RMDs: Q&A #2446
November 16, 2024
Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs. (11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet. (19:00) Chris tackles an interesting Social Security survivor benefits strategy question. (28:15) A listener looks for...
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