The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008
February 22, 2020
Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs. (5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement. (7:17) A Virginian asks a question similar to above in regards to the earnings...
Listen NowNon-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001
January 4, 2020
The discussion for Jim and Chris today lands on topics such as non-taxed portions of Social Security income, unexpected life changes, and questions regarding 401(k)s, IRAs, and deferred compensation plans. (9:50) An Illinois listener wonders if his un-taxed Social Security income will count toward MAGI for determination of Medicare premiums. (18:55) Jim and Chris discuss a Utah listener’s...
Listen NowSummary of the SECURE Act: EDU #1946
January 1, 2020
What is the SECURE Act? The acronym stands for “Setting Every Community Up for Retirement Enhancement,” and Jim and Chris discuss this recent Act and the 5 key changes that affect retirees in legislation passed in 2019—including the death of the stretch IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E46.mp3...
Listen NowIRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932
August 24, 2019
Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs. 5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs, do partial Roth conversions, and whether you can do more than one 401k rollover per year. 19:39 A listener is considering moving to Colorado and wants to know if their state pension...
Listen NowHow to Split an IRA – EDU #1929
August 7, 2019
REPLAY: With Jim out of the office, we are replaying a helpful episode from last year on how to split an IRA after a divorce. Jim and Chris will be back next week with an all-new Edu edition! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...
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