Social Security, IRAs, and Book Recommendations : Q&A #2106
February 6, 2021
Jim and Chris sit down to answer listeners’ question regarding Social Security, IRAs, and give a couple financial book recommendations. (2:40) A local Coloradoan is referred to Jim from a colleague in Fort Collins to answer a Social Security question. (13:00) George from West Virginia looks for clarification on spousal Social Security benefits and how they are calculated. (18:50) A...
Listen NowIRAs and Related Tax Forms: EDU #2103
January 20, 2021
Jim and Chris sit down to discuss the timely topic of tax forms relating to IRAs as well as other retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E03.mp3 Podcast: Play in new window | Download (Duration: 54:54 — 25.1MB) Subscribe:...
Listen NowPensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
January 16, 2021
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...
Listen NowIRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050
December 12, 2020
Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions. (2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA. (13:10) A Texan listener asks what the best time for his wife to claim her spousal Social Security benefits alongside her current TRS pension would...
Listen NowSocial Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046
November 14, 2020
Jim and Chris discuss listeners’ comments and questions relating to Social Security “grace years”, IRAs, QCDs, RMDs, and Taxes. (Intro) Jim and Chris read an incredibly generous “thank you” email from Georgette in California and address what a “grace year” means for Social Security. (16:55) A listener asks for clarification on an older article written by...
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