Stretch IRA Rules and More: EDU #2445
November 6, 2024
Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E45.mp3 Podcast: Play in new window | Download (Duration: 1:00:29 — 27.7MB) Subscribe:...
Listen NowSocial Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
August 17, 2024
Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son. (11:00) Georgette recalls Chris speaking about delayed retirements benefits and asks Chris what...
Listen NowRMD Correction and Annuities in Retirement: EDU #2323
June 7, 2023
Jim and Chris sit down to discuss a few housekeeping items relating to post-Required Minimum Distribution (RMD) Roth conversions. Then, they dive into their retirement planning philosophy around annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E23.mp3 Podcast: Play in new window | Download (Duration: 1:09:14 —...
Listen NowStolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301
January 7, 2023
Jim and Chris sit down to discuss listeners questions and topics relating to stolen identities, Social Security, RMDs, and Roth Conversions. (Intro) Jim gives an update on his recent operation, and also shares information on his identity being stolen recently. (34:30) George from Maryland looks for clarification on if his wife can claim a Social Security spousal benefit. (43:00) Jim discusses an...
Listen NowIRS Notice on Required Minimum Distributions (RMDs): EDU #2242
October 19, 2022
Jim and Chris sit down to discuss an IRS notice 2022-53 entitled, Certain Required Minimum Distributions (RMDs) for 2021 and 2022. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E42.mp3 Podcast: Play in new window | Download (Duration: 1:04:51 — 29.4MB) Subscribe:...
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