Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
December 7, 2024

Jim and Chris discuss listener questions relating to the Family Maximum Benefit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income. (10:00) Georgette asks about factoring in the Family Maximum Benefit while deciding when to start taking Social Security (19:30) A listener looks for a better understanding of Survivor Benefits...
Listen NowSocial Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
November 9, 2024

Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs… (12:30) The guys are asked if dual citizenship will affect Social Security benefits. (20:30) George looks for clarity on Social Security’s family maximum rules. (30:00) Chris explains the reduction factor when claiming a spousal Social Security benefit. (35:45) The guys...
Listen NowSocial 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...
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