SECURE Act Updates: EDU #2446
November 13, 2024
Jim and Chris sit down for another EDU show discussing updates to the SECURE Act that Jim brought back from the recent Ed Slott conference. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E46.mp3 Podcast: Play in new window | Download (Duration: 59:46 — 27.4MB) Subscribe:...
Listen NowSocial Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
November 9, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs… (12:30) The guys are asked if dual citizenship will affect Social Security benefits. (20:30) George looks for clarity on Social Security’s family maximum rules. (30:00) Chris explains the reduction factor when claiming a spousal Social Security benefit. (35:45) The guys...
Listen NowStretch IRA Rules and More: EDU #2445
November 6, 2024
Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E45.mp3 Podcast: Play in new window | Download (Duration: 1:00:29 — 27.7MB) Subscribe:...
Listen NowMedicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
November 2, 2024
Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions… (10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls in Medicare. (23:45) The guys discuss a listener’s...
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