Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228
July 9, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...
Listen NowNuances With Beneficiaries Of Inherited IRAs: EDU #2143
October 27, 2021
Jim and Chris sit down to discuss a listener prompted topic relating to nuances with beneficiaries of inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E43.mp3 Podcast: Play in new window | Download (Duration: 1:06:36 — 30.5MB) Subscribe:...
Listen NowPensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
January 16, 2021
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...
Listen NowYear of Death RMDs and Inherited IRAs: EDU #2044
November 4, 2020
Jim and Chris discuss the ten things you need to know about “year of death” required minimum distributions and inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E44.mp3 Podcast: Play in new window | Download (Duration: 1:04:00 — 28.3MB) Subscribe:...
Listen NowCARES Act and RMD Relief: EDU #2030
July 29, 2020
Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe:...
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