Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
April 20, 2024

Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a large Roth conversion can be undone. (36:30) George looks...
Listen NowSocial Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325
June 24, 2023

Jim and Chris sit down to discuss listeners questions relating to Social Security, spousal/survivor benefits, SPIAs, and IRA basis. (4:00) A listener from Delaware looks for clarification on the timing of claiming Social Security and when his wife is eligible to claim a spousal benefit. (15:25) A local Colorado listener wonders how she can begin claiming a survivorship Social Security benefit...
Listen NowSocial Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308
February 25, 2023

Jim and Chris sit down to discuss listeners questions relating to Social Security, basis in 401(k)’s/IRAs, and the Minimum Dignity Floor (MDF). (6:15) A listener from Virginia asks for clarification on the timing of filing their Social Security paperwork to receive a spousal benefit. (18:30) A listener from Minnesota wonders if the IRA keeps track of after-tax basis in 401(k) and IRA style...
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