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 NowRecapping Ed Slott Training Topics: EDU #2118
May 5, 2021
Jim and Chris sit down to discuss a variety of topics from Jim’s experience at the most recent Ed Slott training session. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E18.mp3 Podcast: Play in new window | Download (Duration: 57:56 — 26.5MB) Subscribe:...
Listen NowUpdated RMD Rules and Reverse Mortgages: EDU #2115
April 14, 2021
Jim and Chris sit down with a special guest, Jan Jordan, to explain the updated Required Minimum Distribution (RMD) rules from the IRS and discuss details regarding reverse mortgages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E15.mp3 Podcast: Play in new window | Download (Duration: 54:01 — 24.7MB) Subscribe:...
Listen NowPensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
January 16, 2021
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...
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...
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