Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
November 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing. (26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums...
Listen NowOwning An Annuity Inside An IRA: EDU #2326
June 28, 2023
Jim and Chris sit down to discuss the considerations behind owning an annuity within an IRA and when it could be appropriate. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E26.mp3 Podcast: Play in new window | Download (Duration: 1:33:27 — 42.8MB) Subscribe:...
Listen NowRetirement and IRA Questions From Ed Slott Part 3: EDU #2312
March 22, 2023
Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E12.mp3 Podcast: Play in new window | Download (Duration: 1:11:04 — 32.5MB) Subscribe:...
Listen NowRetirement and IRA Questions From Ed Slott: EDU #2310
March 8, 2023
Jim and Chris sit down to discuss a couple of questions relating to retirement and IRAs supplied by the Ed Slott group. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E10.mp3 Podcast: Play in new window | Download (Duration: 1:13:47 — 33.8MB) Subscribe:...
Listen NowSocial Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308
February 25, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, basis in 401(k)’s/IRAs, and the Minimum Dignity Floor (MDF). (6:15) A listener from Virginia asks for clarification on the timing of filing their Social Security paperwork to receive a spousal benefit. (18:30) A listener from Minnesota wonders if the IRA keeps track of after-tax basis in 401(k) and IRA style...
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