Matter of Trusts
August 18, 2018
A caller from Texas asks Jim and Chris about trusts, revocable trusts and wills. They also discuss a couple of Social security questions. Are COLA adjustments for survivor benefits still calculated if the survivor hasn’t filed for Social Security yet? And how is the survivor benefit full retirement age different from the retirement benefit full retirement age?...
Listen NowCapital Gains Tax
August 11, 2018
Not many people are enthusiastic about taxes, but exemptions to those taxes aren’t too bad, as long as you know what the rules are. Chris and Justin discuss the ramifications of the new personal residence capital gains tax exemption. Also, in honor of the school year starting soon, see how well you do on a true/false Social Security quiz....
Listen NowInherited IRAs
August 4, 2018
What kinds of options are there for beneficiaries of inherited IRAs? Jim and Chris chat with a listener from Texas who has multiple questions on this topic. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-08-04-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration: 51:13 — 23.4MB)...
Listen NowWidow/Widower Tax Penalty
July 28, 2018
What happens if the spouse with the higher Social Security benefit passes away first? What claiming strategies are available to the remaining spouse and what other things should be considered? Chris and Justin discuss this topic in response to a Virginia listener’s question....
Listen NowErrors in Your Social Security Earnings Record
July 21, 2018
What happens if you notice errors in your Social Security Earnings Record? Jim and Chris discuss what to do to fix these errors and the time limit you have to do that in. They also answer a question on the timing of Social Security benefit calculations and a question regarding back door Roths. A live caller asked about how to read pension annual funding notices. And, see how well you do on a...
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