Pensions, 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...
Listen NowRoth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231
July 30, 2022
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, RMDs, Social Security and retirement planning. (7:00) A Texan listener makes a comment about 1035 exchanges. (10:30) A listener from Seattle looks for quick clarification on a Roth conversion question. (14:50) George from New Jersey asks about how his wife should handle taking an inherited IRA RMD for last year...
Listen NowRMD Basics: EDU #2230
July 27, 2022
Jim and Chris sit down to discuss a listeners email topic relating to RMDs and the basics of required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E30.mp3 Podcast: Play in new window | Download (Duration: 1:37:08 — 44.5MB) Subscribe:...
Listen NowIRS Guidance On RMDs and The Secure Act Part 3: EDU #2223
June 8, 2022
Jim and Chris sit down to continue their discussion on the IRS’s proposed interpretations and implementations of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E23.mp3 Podcast: Play in new window | Download (Duration: 1:05:03 — 29.8MB) Subscribe:...
Listen NowBackdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223
June 4, 2022
Jim and Chris sit down to discuss listener questions on backdating Social Security benefits, IRA recharacterizations, and RMDs. (8:15) A listener from Washington would like some clarity on backdating their Social Security benefits. (21:30) Georgette is wondering what the tax consequences are on recharacterizing a Roth IRA contribution to a Traditional IRA contribution with a loss. (43:45) A...
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