Pensions, 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...
Listen NowRMDs, Social Security, Annuities, and Pension Survivor Benefits: Q&A #2032
August 8, 2020
Jim and Chris discuss listeners’ questions relating to required minimum distributions, backdating Social Security benefits, claiming spousal Social Security benefits, annuity variations, and joint and survivor pension options. (4:05) Clarification on a question from last week’s EDU show from the Ed Slott group on rolling over required minimum distributions. (14:30) Jim and Chris...
Listen NowCARES Act and RMD Relief: EDU #2030
July 29, 2020
Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe:...
Listen NowThings to Know About Year-of-Death RMDs: EDU #2025
June 24, 2020
Jim brings up this topic today as he and Chris discuss year-of-death RMDs: what’s to be expected when a loved one passes and they leave behind qualified retirement accounts? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E25.mp3 Podcast: Play in new window | Download (Duration: 1:04:46 — 29.6MB) Subscribe:...
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