Nuances 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/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E43.mp3 Podcast: Play in new window | Download (Duration: 1:06:36 — 30.5MB) Subscribe:...

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Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

September 18, 2021

WE HAD TO REUPLOAD THIS EPISODE. IF YOU’RE HAVING AUDIO ISSUES, PLEASE RE-DOWNLOAD THE EPISODE AND IT SHOULD BE FIXED! Thanks 🙂 Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming Social Security benefits can postpone...

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Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

June 26, 2021

Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting and the allowable limits surrounding gifting. (27:30) George from Nebraska...

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Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101

December 31, 2020

Jim and Chris answer listeners’ questions and discuss topics relating to taxes, Roth conversions, Roth contribution rules, hardship exceptions, and inherited IRAs. (8:00) Bob, our in-house CPA, provides a talking point about skipping RMDs in 2020 and the possibility of a delayed tax penalty for those who withhold taxes in 2021. (12:30) A colleague of Jim and Chris asks a question looking...

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