Addressing 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/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...
Listen NowTax-Related Answers about IRMAA & Roth Conversions: EDU #2023
June 10, 2020

Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion. (2:00) IRMAA and submitting a life-changing event form (24:45) The timing of MAGI limits in IRMAA (38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?...
Listen NowOut-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022
May 30, 2020

Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error. (4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits. (10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to...
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