Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003
January 18, 2020
Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more! (2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits. (14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension. (33:20) A listener...
Listen NowAlternatives to the Stretch IRA: EDU #2002
January 15, 2020
Today Jim and Chris discuss the “work-arounds,” or alternatives to the Stretch IRA. In past shows they’ve talked about the death of the Stretch IRA, and in particular with this episode they’ll dive into the new beneficiary category: the eligible designated beneficiary....
Listen NowTax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927
July 20, 2019
Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions). 6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA 22:35 A California listener wonders...
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