Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026
June 27, 2020
Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...
Listen NowTakeaways from the Latest Ed Slott Seminar Part 2: EDU #2020
May 20, 2020
Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar. In particular they discuss some tax court cases and different IRS rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E20.mp3 Podcast: Play in new window | Download (Duration: 1:16:15 — 34.9MB) Subscribe:...
Listen NowTakeaways from the Latest Ed Slott Seminar: EDU #2019
May 13, 2020
Jim recently returned from the latest Ed Slott seminar, and in today’s episode he and Chris discuss some of the main takeaways and topics from the event. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E19.mp3 Podcast: Play in new window | Download (Duration: 52:31 — 24.0MB) Subscribe:...
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