Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021
May 23, 2020
Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs. They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has some comments about a...
Listen NowTakeaways from the Latest Ed Slott Seminar Part 2: EDU #2020
May 20, 2020
Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar. In particular they discuss some tax court cases and different IRS rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E20.mp3 Podcast: Play in new window | Download (Duration: 1:16:15 — 34.9MB) Subscribe:...
Listen NowSocial Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020
May 16, 2020
Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts. They also discuss a listener’s correction to a previous podcast episode. (4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security. (7:00) Another Illinois listener wonders if he could collect full disability Social Security benefits...
Listen NowTakeaways from the Latest Ed Slott Seminar: EDU #2019
May 13, 2020
Jim recently returned from the latest Ed Slott seminar, and in today’s episode he and Chris discuss some of the main takeaways and topics from the event. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E19.mp3 Podcast: Play in new window | Download (Duration: 52:31 — 24.0MB) Subscribe:...
Listen Now2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019
May 9, 2020
After Jim clarifies some information about 2020 RMDs and the CARES Act, he and Chris answer questions about Social Security, HSA accounts for beneficiaries, and the best states to retire in. (3:10) Jim clarifies what you can do if you took a 2020 RMD before the CARES Act removed the requirement. (14:33) A Washington listener wonders if she should file for her spouse’s Social Security...
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