Discussing IRMAA: EDU #2227
July 6, 2022
Chris and Bob sit down to discuss a handful of older, listener prompted questions relating to the details of IRMAA. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E27.mp3 Podcast: Play in new window | Download (Duration: 1:06:41 — 30.5MB) Subscribe:...
Listen NowTax Diversification, Roth Conversions, and IRMAA: Q&A #2208
February 19, 2022
Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...
Listen NowAddressing Tax-Focused Questions: EDU #2152
December 29, 2021
Jim, Chris, and Bob sit down to discuss and answer multiple tax-focused questions in the final EDU show of the year. (6:30) George from Texas asks about the potential taxation resulting from trading cryptocurrencies. (13:00) George from New York looks for clarification on Roth conversions, IMRAA, and tax filing status. (25:30) A Virginian listener looks for advice on potentially increasing...
Listen NowEverything IRMAA: EDU #2127
July 7, 2021
Chris sits down to discuss everything IRMAA (income related monthly adjustment amount). The history behind it and where it currently stands. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E27.mp3 Podcast: Play in new window | Download (Duration: 44:00 — 20.1MB) Subscribe:...
Listen NowSocial Security, IRMAA, Home Equity, and LTC: Q&A #2051
December 19, 2020
Chris sits down to answer questions about Social Security, IRMAA, home equity, Roth conversions, and LTC (long-term care). (3:15) A Virginian listener asks a question relating to delayed retirement credits and rules surrounding the claiming of Social Security. (15:10) A listener from Indiana asks for clarification on the impacts of IRMAA. (22:45) A Michigan listener wonders how the equity...
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