Miscellaneous Social Security Questions: Q&A #2041
October 10, 2020
Chris tries to get caught up while Jim is out of the office and answers miscellaneous Social Security questions. (3:00) A listener has a question about whether or not a 401A plan is the same as a DCP plan. (12:05) A listener from Alabama has a couple of questions regarding his father-in-law’s Social Security benefit. (18:00) A Californian couple asks a question about their disabled...
Listen NowTrusts and Choosing a Trustee: EDU #2040
October 7, 2020
Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) Subscribe:...
Listen NowSocial Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040
October 3, 2020
Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts. (6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits. (13:45) Georgette from California asks a question about which date she should file for Social Security benefits. (29:35) George from Illinois asks about...
Listen NowPotential Tax Implications Post-Election: EDU #2039
September 30, 2020
Jim and Chris compare and contrast current and proposed tax implications from the results of the upcoming Presidential Election. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E39.mp3 Podcast: Play in new window | Download (Duration: 1:10:40 — 31.8MB) Subscribe:...
Listen NowEstate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039
September 26, 2020
Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions. (8:38) Georgette asks a question about the lifetime estate tax exemption. (21:55) George wonders what the best way to locate an old 401(k) is. (38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year....
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