Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223

June 4, 2022

Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223

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 listener asks a question about Required Minimum Distributions (RMDs) on an annuity purchased within a Traditional IRA. This is the question of the week in honor of National Annuity Awareness Month.

Podcast: Play in new window | Download (Duration: 1:26:38 — 39.7MB)

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