Q&A: Beneficiaries, Medicare Premium Surcharges, SS Benefits, Roth Conversion
January 12, 2019
Jim and Chris answer four more listener questions on this edition of the Retirement and IRA Show – Q&A: They answer a Californian listener’s question about stretch IRA accounts and what happens when the beneficiary dies. They discuss naming a trust as the beneficiary of a life insurance policy for a listener from Virginia. They also answer an Illinois resident’s question...
Listen NowEDU: Funding HSAs with IRAs
January 9, 2019
Jim and Chris discuss how to take advantage of a one-time lifetime election funding your Health Savings Account (HSA) from an IRA. They point out some tips and warnings about this process. This may be a particularly useful topic for listeners trying to get an HSA started. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E01.mp3...
Listen NowEdu: Qualified Charitable Distributions
November 28, 2018
A California listener’s email got Jim thinking about how Qualified Charitable Distributions (QCDs) can be used to lower the tax burden of some retirees. So, tune in as the guys take an in-depth look at QCDs this week. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E10.mp3 Podcast: Play in new window | Download () Subscribe:...
Listen NowQ&A: Blended Funds, WEP, Delaying Social Security
November 24, 2018
A listener from Vermont wonders how and if blended funds could fit into his retirement portfolio. Jim and Chris also tackle more Social Security questions; including helping a listener from Georgia get some clarification on the Social Security Windfall Elimination Provision (WEP), doing some math for another Georgia listener pondering delaying Social Security benefits, and more. ...
Listen NowEdu: Getting More Time for a Roth Conversion
November 21, 2018
With recent changes to tax laws, it may be beneficial to get more time to do a Roth Conversion. An unfortunate byproduct of the 2018 tax law change is the inability to do a Roth Recharacterization. This means that a Roth Conversion is final and you must pay all taxes due. However, it can be difficult to know what your tax situation is, in December, when you need to decide on your conversion...
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