Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
February 15, 2025
Jim and Chris discuss listener questions relating to Social Security benefits, IRMAA, IRA distributions, Roth contributions, catch-up contributions, and inherited IRA RMDs. (6:30) George asks how inflation adjustments apply when a reduced Social Security benefit converts to a spousal benefit. (13:45) The guys address whether the end of non-qualified deferred compensation qualifies as a...
Listen NowPrivate Letter Ruling On Inherited IRAs: EDU #2403
January 17, 2024
Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E03.mp3 Podcast: Play in new window | Download (Duration: 1:01:23 — 28.1MB) Subscribe:...
Listen NowQualified Charitable Distributions (QCDs): EDU #2202
January 12, 2022
Jim and Chris sit down to take a deep dive and address the basics of Qualified Charitable Distributions (QCDs). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E02.mp3 Podcast: Play in new window | Download (Duration: 1:10:15 — 32.2MB) Subscribe:...
Listen NowQCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202
January 8, 2022
Chris and Bob discuss questions from listeners relating to QCDs, inherited IRAs, contribution limits, and capital gains tax on properties. (4:30) A Texan listener looks for advice on either paying taxes from an IRA or making qualified charitable distribution (QCD). (19:00) An Indianan listener asks how an inherited IRA affects the ability to do a backdoor Roth contribution. (30:15) George from...
Listen NowSocial Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147
November 20, 2021
Jim and Chris discuss listeners questions relating to Social Security benefits, Roth 401(k) rollovers, inherited Roth IRAs, and Roth conversions. (5:30) A couple of California and Colorado listeners try and provide some clarification on estimating your Social Security benefit with no future estimated earned income. (18:00) A listener aims to provide some insight on rolling a Roth 401(k) into a...
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