The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008
February 22, 2020
Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs. (5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement. (7:17) A Virginian asks a question similar to above in regards to the earnings...
Listen NowQCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006
February 8, 2020
Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more! (In the end, Jim and Chris answered 7 listener questions–not too shabby!) (6:10) A Californian would like clarity about taking out a QCD from an IRA. (8:45) A listener would like to know...
Listen NowThe 10-Year Mark, QCDs, Excess RMDs, 60-Day Rollovers, and Tax Deferred Accounts: Q&A #2002
January 11, 2020
Our “Roaring 20’s” are in full swing now and Jim & Chris take on 5 new Q&A topics about the 10-year mark, QCDs, excess RMDs, and more! (5:15) A Californian asks about divorcing at the 10-year mark if you’ve only lived as married for 2 years. (10:00) Another listener wants to confirm if QCDs would still apply to a person who reached 70 ½ but who was not taking RMDs...
Listen NowAnnuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
November 2, 2019
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...
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