Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243
October 22, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...
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:...
Listen NowACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238
September 17, 2022
Chris and inhouse CPA, Bob Palechek discuss listener questions relating to ACA credits, RMD taxation, IRMAA, and tax diversification. (3:45) A listener in Arizona looks for clarification on how planning for ACA credits should fit into retirement withdrawals. (26:30) Georgette from Texas asks if the RMD total includes Federal tax or if the remainder of the RMD total has to be after-tax. (32:45)...
Listen NowSocial Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234
August 20, 2022
Jim and Chris sit down to discuss questions relating to Social Security, WEP, disability benefits, and inherited IRAs. (7:30) A listener looks for confirmation on when to claim Social Security benefits to ensure they receive the full 6 months of benefits. (17:45) The same listener from above wonders about the affects of WEP on her Social Security benefit. (38:30) George from Indiana wonders...
Listen NowPensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232
August 6, 2022
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work...
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