Social Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320
May 20, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, RMDs, and beneficiaries. (4:45) George from Utah asks a handful of questions relating to his Social Security benefit, spousal benefits and the timing of both. (18:00) George from North Carolina wonders if he will receive the Social Security COLA adjustment for last year even if he has not...
Listen NowSecure Act 2.0 Updates and Clarification Part 3: EDU #2320
May 17, 2023
Jim and Chris continue their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E20.mp3 Podcast: Play in new window | Download (Duration: 1:08:47 — 31.5MB) Subscribe:...
Listen NowSocial Security, Robo-Advisors, Excess Contributions, 529 Plans, and RMDs: Q&A #2319
May 13, 2023
Jim and Chris discuss listeners questions relating to Social Security, robo-advisors, excess contributions, 529 plans, and RMDs. (6:45) A Californian listener wonders if she’s been missing out on a potential spousal Social Security benefit while delaying claiming her own personal benefit. (17:15) George from Georgia asks what to do about the excess Social Security benefit that was paid...
Listen NowSecure Act 2.0 Updates and Clarification Continued: EDU #2319
May 10, 2023
Jim and Chris sit down to continue their discussion/review of the updated information regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E19.mp3 Podcast: Play in new window | Download (Duration: 1:02:44 — 28.7MB) Subscribe:...
Listen NowRoth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318
May 6, 2023
Chris sits down solo this week to discuss listener questions regarding Roth IRA contributions, Social Security benefits, and IRMAA. (Intro) Chris follows up on a listener question from last week where a listener had panicked on tax day and recharacterized a 2022 Roth contribution. (8:20) George from New York looks for additional information on his potential age 70 Social Security benefit given...
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