Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119
May 8, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:45) A listener wonders about the taxation of...
Listen NowSocial Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
April 24, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...
Listen NowSocial Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
April 3, 2021
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...
Listen NowTraditional LTC vs. Hybrid LTC: EDU #2105
February 3, 2021
Jim and Chris sit down with in-house LTC specialist, Greg Darden to discuss the difference between traditional LTC policies and hybrid LTC policies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E05.mp3 Podcast: Play in new window | Download (Duration: 1:23:22 — 38.2MB) Subscribe:...
Listen NowEverything Long Term Care (LTC) Insurance: Q&A #2105
January 30, 2021
Chris sits down with in-house LTC specialist, Greg Darden to discuss listeners’ questions relating to everything long term care. (3:30) George from California asks about the inflation rate behind long term care and general medical care. (14:25) A Californian listener asks for advice regarding the best way to begin researching and looking into the different LTC policies. (26:00) A listener...
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