Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223
June 4, 2022
Jim and Chris sit down to discuss listener questions on backdating Social Security benefits, IRA recharacterizations, and RMDs. (8:15) A listener from Washington would like some clarity on backdating their Social Security benefits. (21:30) Georgette is wondering what the tax consequences are on recharacterizing a Roth IRA contribution to a Traditional IRA contribution with a loss. (43:45) A...
Listen NowIRS Guidance On RMDs and The Secure Act Part 2: EDU #2222
June 1, 2022
Jim and Chris sit down to continue their discussion on the IRS’s proposed interpretations and implementations of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:41 — 31.9MB) Subscribe:...
Listen NowSocial Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222
May 28, 2022
Jim and Chris sit down to discuss questions relating to Social Security, the SECURE Act, SSDI, and 401(k) investment options. (8:00) George wonders about the cost-of-living adjustment for his PIA and Social Security benefit. (13:30) A listener from Connecticut asks about the unique Social Security issue that people born in 1960 are facing. (22:15) George looks for some additional clarification...
Listen NowIRS Guidance On RMDs and The Secure Act Part 1: EDU #2221
May 25, 2022
Jim and Chris sit down to discuss the IRS guidance/ideas surrounding RMDs (Required Minimum Distributions) and the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E21.mp3 Podcast: Play in new window | Download (Duration: 1:04:52 — 29.7MB) Subscribe:...
Listen NowSocial Security, Rollovers, Taxes, and FERS: Q&A #2221
May 21, 2022
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security...
Listen Now
