Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310
March 11, 2023
Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...
Listen NowACA Premium Tax Credit, Social Security Scam, Backdoor Roth Contributions, Inherited Pre 1987 401k – Q&A #1933
August 31, 2019
Laila Dillsi, CPA and Jo Madonna, E.A. join Jim and Chris to answer a question about the ACA Premium Tax Credit. Then the guys address questions about accessing your Social Security account, backdoor Roth contributions, and an Inherited 401k from pre 1987. 8:57 Laila offers some clarifications for a listener with a question about her Premium Tax Credit article. 29:08 Chris addresses the many...
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...
Listen NowQ & A: Inherited 401k and IRA Rules
September 15, 2018
Inherited accounts can be tricky to understand. In this question and answer show Jim and Chris answer listener questions about properly transferring and titling of an Inherited 401k, taking RMDs from an Inherited IRA, and more. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-15-2018-Podcast.mp3 Podcast: Play in new window | Download...
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