Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944
November 16, 2019
Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more! (11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement. (21:20) A Texan wants to know how earning over the limit income will affect her Social...
Listen Now2020 Social Security Changes: EDU #1941
November 13, 2019
2020 Social Security changes are almost here! Chris takes the opportunity while Jim is elk hunting to discuss the new year’s Social Security changes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E41.mp3 Podcast: Play in new window | Download (Duration: 24:59 — 11.4MB) Subscribe:...
Listen NowRestricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943
November 9, 2019
While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benefits. (13:40) A Georgia listener would like to...
Listen NowNew Roth Conversion Strategy: EDU #1940
November 6, 2019
Now that you can no longer recharacterize, do you need a new Roth Conversion strategy? Chris discusses how the loss of recharacterization ability can affect not only how much you convert into a Roth, but when you choose to convert it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E40.mp3 Podcast: Play in new window | Download...
Listen NowInvesting in Oil, Living on Basis, Filing Retroactively: Q&A #1941
October 26, 2019
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode. 16:15 Jim expands on...
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