Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
November 2, 2019
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...
Listen NowMissed 60-Day Rollover Deadline: EDU #1939
October 30, 2019
What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E39.mp3 Podcast: Play in new window | Download (Duration: 43:45 — 20.0MB) Subscribe:...
Listen NowWages, Monthly Earnings Test, and First Year Rule – Q&A #1930
August 10, 2019
Join Chris as he tackles a wide array of listener questions solo while Jim is out on a fishing trip; subjects about working after retirement, accessing Social Security accounts online, the earnings test and more. 3:07 An Alabama listener asks about working wages after retirement. 7:44 An Illinois listener asks about the possibility of Social Security benefit changes after a state relocation....
Listen NowPlanning for Long-Term Care, Part 2: EDU #1928
July 31, 2019
Planning for long-term care isn’t over yet! Chris and Jim continue their discussion in this second part of last week’s podcast: planning for long-term care and aging assistance expenses. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E28.mp3 Podcast: Play in new window | Download (Duration: 1:14:34 — 34.1MB)...
Listen NowEdu #1924: Backdoor Roth Contributions and The 4% Rule
June 26, 2019
On this edition of the Retirement and IRA Show EDU, Jim discusses his thoughts about the AICPA Conference he recently attended. He and Chris discuss the 4% Rule, as well as Backdoor Roth Contributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E24.mp3 Podcast: Play in new window | Download (Duration: 56:54 — 26.1MB)...
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