ACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238
September 17, 2022
Chris and inhouse CPA, Bob Palechek discuss listener questions relating to ACA credits, RMD taxation, IRMAA, and tax diversification. (3:45) A listener in Arizona looks for clarification on how planning for ACA credits should fit into retirement withdrawals. (26:30) Georgette from Texas asks if the RMD total includes Federal tax or if the remainder of the RMD total has to be after-tax. (32:45)...
Listen NowWays To NOT Receive Social Security Benefits: EDU #2237
September 14, 2022
Chris sits down to do a solo episode on the different ways to NOT receive Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E37.mp3 Podcast: Play in new window | Download (Duration: 55:45 — 25.5MB) Subscribe:...
Listen NowSocial Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237
September 10, 2022
Jim and Chris sit down to answer listener questions regarding Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) contributions. (4:45) A Texan asks a question about Social Security benefit calculators. (10:30) A New Jerseyan wonders how naming their checking account as owner of a revocable living trust will affect their Social Security direct deposits. (26:15) A listener is curious...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 6: EDU #2236
September 7, 2022
Jim and Chris sit down to wrap up their discussion on the Minimum Dignity Floor (MDF) series and answer a few listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E36.mp3 Podcast: Play in new window | Download (Duration: 1:22:06 — 37.6MB) Subscribe:...
Listen NowSocial Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236
September 3, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...
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