Powers Of Attorney and Beneficiary Changes: EDU #2331
August 2, 2023
Jim and Chris continue their discussion and dive into detail on Power of Attorney (POA) forms with relation to changing beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E31.mp3 Podcast: Play in new window | Download (Duration: 1:21:57 — 37.5MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320
May 20, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, RMDs, and beneficiaries. (4:45) George from Utah asks a handful of questions relating to his Social Security benefit, spousal benefits and the timing of both. (18:00) George from North Carolina wonders if he will receive the Social Security COLA adjustment for last year even if he has not...
Listen NowSocial Security, IRA Recharacterizations, and Annuities: Q&A #2224
June 11, 2022
Jim and Chris sit down to discuss listeners questions about Social Security, IRA recharacterizations, and annuities. (18:15) A listener looks for advice on whether or not she should claim her spousal Social Security benefit. (33:30) A listener describes her concern about a previously completed IRA recharacterization. (50:30, 1:12:15, 1:14:30) George asks a couple of questions regarding...
Listen NowSocial Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211
March 12, 2022
Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...
Listen NowThree Types Of Beneficiaries: EDU #2132
August 11, 2021
Jim and Chris sit down to revisit the three types of beneficiaries for IRA/retirement accounts after the passage of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E32.mp3 Podcast: Play in new window | Download (Duration: 43:49 — 20.1MB) Subscribe:...
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