Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
April 12, 2025
Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs. (11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased. (23:00) A listener wonders when to file for her Social Security benefit to ensure...
Listen NowSocial Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
April 5, 2025
This week’s is a bit of a non-traditional Q&A episode where Jim and Chris address two listener questions on Social Security but then move into Public Service Announcement mode. For the first PSA they discuss a listener email about a potential state-level Roth conversion tax saving strategy. Then, to wrap up the episode, Jim shares a continuation of the payday loan saga from last week. Jim...
Listen NowSocial Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
January 11, 2025
Jim and Chris sit down to discuss Social Security, inherited Roth IRAs, an inherited IRA RMD case, and reporting Roth withdrawals. (12:45) The guys answer a question about earning enough Social Security credits while working overseas and how this impacts Medicare eligibility and spousal benefits. (22:45) Georgette asks whether taking a Child-in-Care benefit now will allow her to switch to a...
Listen NowQualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
October 19, 2024
Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by divorce. (25:00) Listeners provide some...
Listen NowSocial Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
September 21, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Social Security. Chris also answers...
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