Social Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308
February 25, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, basis in 401(k)’s/IRAs, and the Minimum Dignity Floor (MDF). (6:15) A listener from Virginia asks for clarification on the timing of filing their Social Security paperwork to receive a spousal benefit. (18:30) A listener from Minnesota wonders if the IRA keeps track of after-tax basis in 401(k) and IRA style...
Listen NowSocial Security, The Fun Number, and Secure Income: Q&A #2306
February 11, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, the fun number, and secure income. (11:00) A listener asks if any Social Security earnings and taxes paid at age 62 onward will impact their future Social Security benefit calculation. (20:00) A Wisconsin listener looks for clarification on her estimated Social Security PIA and if it includes the 8.70%...
Listen NowSocial Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
December 17, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...
Listen NowIRAs, HSAs, Social Security, Annuities, IRMAA, and Secure Income: Q&A #2241
October 8, 2022
Jim and Chris sit down to discuss listener questions relating to IRAs, HSAs, Social Security, annuities, IRMAA, and secure income. (19:30) A couple of listeners ask about the advantages and disadvantages to funding an health savings account (HSA) with qualified distributions from an IRA. (27:15) A listener wonders if the responsibility to “elect” or “request” the...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 6: EDU #2236
September 7, 2022
Jim and Chris sit down to wrap up their discussion on the Minimum Dignity Floor (MDF) series and answer a few listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E36.mp3 Podcast: Play in new window | Download (Duration: 1:22:06 — 37.6MB) Subscribe:...
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