Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123
June 9, 2021
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E23.mp3 Podcast: Play in new window | Download (Duration: 1:21:35 — 37.3MB) Subscribe:...
Listen NowSocial Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123
June 5, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (29:30) An Ohioan listener looks for advice on...
Listen NowSuccessor Beneficiaries For IRAs: EDU #2111
March 17, 2021
Jim and Chris sit down to discuss successor beneficiaries for IRAs and the complex details surrounding them. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E11.mp3 Podcast: Play in new window | Download (Duration: 53:46 — 24.6MB) Subscribe:...
Listen NowQ&A: IRA Contingent Beneficiaries, RMDs, TSP Conversions, IRA to 403b, and Much More
May 18, 2019
This week’s Q&A episode is jam-packed with a variety of interesting topics! Ever wonder if a primary beneficiary can choose to defer the inheritance to the IRA contingent beneficiaries? Jim and Chris start off by addressing the beneficiary ponderings of an Oregan listener. Next, they weigh in on whether a Roth Conversion can be used to satisfy an RMD, then move to a question from a US...
Listen NowEdu: Inherited IRA 5 Year Rule
April 17, 2019
What is the Inherited IRA 5 Year Rule and how do you help your beneficiaries avoid it? Jim and Chris have spent some time explaining why they don’t recommend naming a Trust as a beneficiary of an IRA. Now they delve into why they don’t recommend naming your estate as a beneficiary. ...
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