Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125
June 19, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...
Listen NowGifting While Alive: EDU #2124
June 16, 2021
Jim and Chris sit down to chat about a listeners email regarding the rarely discussed topic of gifting while being alive. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E24.mp3 Podcast: Play in new window | Download (Duration: 1:14:28 — 34.1MB) Subscribe:...
Listen NowSocial Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124
June 12, 2021
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relating to Roth IRA contribution rules. (26:00) A...
Listen NowTrusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123
June 9, 2021
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E23.mp3 Podcast: Play in new window | Download (Duration: 1:21:35 — 37.3MB) Subscribe:...
Listen NowSocial Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123
June 5, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (29:30) An Ohioan listener looks for advice on...
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