Social Security, Roth Conversions, and Retirement Spending: Q&A #2305
February 4, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending. (13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced. (19:00) George asks for additional information on disabled children being able to inherit Social Security payments and tax efficient...
Listen NowQCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202
January 8, 2022
Chris and Bob discuss questions from listeners relating to QCDs, inherited IRAs, contribution limits, and capital gains tax on properties. (4:30) A Texan listener looks for advice on either paying taxes from an IRA or making qualified charitable distribution (QCD). (19:00) An Indianan listener asks how an inherited IRA affects the ability to do a backdoor Roth contribution. (30:15) George from...
Listen NowSocial Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143
October 23, 2021
Jim and Chris discuss questions relating to Social Security, JWROS accounts, TSPs, inherited IRAs, backdoor and converted Roth contributions. (9:45) A Wisconsin listener looks for clarification on Social Security Survivor benefits. (12:00) A listener from Arizona looks for advice on when to claim Social Security. (19:00) George from Indiana asks if there’s any advantage to delaying...
Listen NowSocial Security, IRAs, and Backdoor Roth Contributions: Q&A #2122
May 29, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security, IRAs, backdoor Roth’s, and overcontributions to Roth IRAs. (3:25) A listener looks for clarification on collecting spousal Social Security benefits. (8:15) George from California asks about Social Security survivor benefits. (18:30) A listener has a question about the possible taxation of non-deductible...
Listen NowSpousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102
January 9, 2021
Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths. (5:42) A listener asks a question about Social Security Spousal Benefits. (16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs. (37:45) An Iowan would like more information on what...
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