Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431
August 3, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings test rather than the annual earnings test. (28:00)...
Listen NowIRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
May 18, 2024
Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current qualified charitable distributions (QCDs). (43:30) George looks for...
Listen NowTaxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
March 30, 2024
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while in the 32% bracket could make...
Listen NowPrivate Letter Ruling On Inherited IRAs: EDU #2403
January 17, 2024
Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E03.mp3 Podcast: Play in new window | Download (Duration: 1:01:23 — 28.1MB) Subscribe:...
Listen NowSocial Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343
October 28, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, basis in IRAs, and SPIAs. (26:15) A listener looks for general clarification on their own Social Security benefit, potential survivor benefit and the effects of WEP. (34:15) George from Minnesota asks about the timing of IRMAA and when they might be expected to pay the additional premium. (43:45) Jim...
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