Social Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204
January 22, 2022
Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George from New Mexico looks for advice on what to do...
Listen NowQualified Charitable Distributions (QCDs): EDU #2202
January 12, 2022
Jim and Chris sit down to take a deep dive and address the basics of Qualified Charitable Distributions (QCDs). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E02.mp3 Podcast: Play in new window | Download (Duration: 1:10:15 — 32.2MB) Subscribe:...
Listen NowQCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202
January 8, 2022
Chris and Bob discuss questions from listeners relating to QCDs, inherited IRAs, contribution limits, and capital gains tax on properties. (4:30) A Texan listener looks for advice on either paying taxes from an IRA or making qualified charitable distribution (QCD). (19:00) An Indianan listener asks how an inherited IRA affects the ability to do a backdoor Roth contribution. (30:15) George from...
Listen NowSocial Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046
November 14, 2020
Jim and Chris discuss listeners’ comments and questions relating to Social Security “grace years”, IRAs, QCDs, RMDs, and Taxes. (Intro) Jim and Chris read an incredibly generous “thank you” email from Georgette in California and address what a “grace year” means for Social Security. (16:55) A listener asks for clarification on an older article written by...
Listen NowSocial Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024
June 13, 2020
Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities. (5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits. (15:20) A listener from New York would like to know in which month or...
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