Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010
March 7, 2020
As Jim rifles through listener’s questions today, he and Chris settle on the topics of an update on the SECURE Act, Social Security divorce benefits, re-characterizing an IRA, and Health Savings Accounts. (4:15) Chris and Jim follow up with an update on the SECURE Act and when a child inherits an IRA. (19:55) Georgette from Mississippi wonders if she can receive a divorced spouse benefit...
Listen NowThe Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008
February 22, 2020
Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs. (5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement. (7:17) A Virginian asks a question similar to above in regards to the earnings...
Listen NowThe Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005
February 1, 2020
The newest member of our tax team, Bob Palechek, is today’s guest speaker–together he with Jim and Chris discuss an update on the Kiddie Tax, as well as other tax questions from listeners. (17:00) Jim, Chris, and Bob discuss an update on how the SECURE Act affected the Kiddie Tax. (39:00) A listener would like clarification on what tax rate is affected due to the SECURE Act: just...
Listen NowRetirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931
August 17, 2019
Join us for another week of retirement planning related questions answered by Jim and Chris. Topics include things to consider with retirement planning when there is a large age gap within a marriage, Inherited IRA RMDs, and the ‘Minimum Dignity Floor’ 10:51 A live caller from Virginia asks about things to consider with retirement planning with a “May/December...
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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