RMD Basics: EDU #2230
July 27, 2022
Jim and Chris sit down to discuss a listeners email topic relating to RMDs and the basics of required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E30.mp3 Podcast: Play in new window | Download (Duration: 1:37:08 — 44.5MB) Subscribe:...
Listen NowSocial Security, CARES Act, Roth Conversions, and Retirement Planning: Q&A #2230
July 23, 2022
Jim and Chris discuss listeners questions relating to Social Security, the CARES Act, PTE 2020-02, Roth conversions, and retirement planning. (4:15) A listener looks for clarification on the rules of spousal Social Security benefits. (13:45) George asks about the Social Security earnings test for collecting survivor benefits. (26:15) A listener wonders about the IRS 2020-50 notice for guidance...
Listen NowLearning From A Listeners Email: EDU #2229
July 20, 2022
Jim and Chris sit down to discuss a listeners email and try to learn from their experience in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E29.mp3 Podcast: Play in new window | Download (Duration: 1:34:21 — 43.2MB) Subscribe:...
Listen NowDSUE, Social Security, Trusts, and Pensions: Q&A #2229
July 16, 2022
Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, they answer listener questions relating to Social Security, Trusts, and Pension...
Listen NowPTE 2020-02 Discussion: EDU #2228
July 13, 2022
Jim and Chris sit down to discuss the new Department of Labor rule titled, PTE 2020-02, regarding the rollover of retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E28.mp3 Podcast: Play in new window | Download (Duration: 1:22:13 — 37.6MB) Subscribe:...
Listen Now
