IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222
June 1, 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-Y22E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:41 — 31.9MB) Subscribe:...
Listen NowSocial Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222
May 28, 2022
Jim and Chris sit down to discuss questions relating to Social Security, the SECURE Act, SSDI, and 401(k) investment options. (8:00) George wonders about the cost-of-living adjustment for his PIA and Social Security benefit. (13:30) A listener from Connecticut asks about the unique Social Security issue that people born in 1960 are facing. (22:15) George looks for some additional clarification...
Listen NowIRS Guidance On RMDs and The Secure Act Part 1: EDU #2221
May 25, 2022
Jim and Chris sit down to discuss the IRS guidance/ideas surrounding RMDs (Required Minimum Distributions) and the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E21.mp3 Podcast: Play in new window | Download (Duration: 1:04:52 — 29.7MB) Subscribe:...
Listen NowTax Mitigation, RMDs, and Roth Conversions: Q&A #2220
May 14, 2022
Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a question about which accounts they should draw...
Listen NowSocial Security, RMD Taxes, Trusts, and Roth Conversions: Q&A #2207
February 12, 2022
Jim and Chris sit down to discuss listeners questions pertaining to Social Security, RMDs, special needs trusts, and Roth conversion rules. (4:00) A listener voices his concerns with Social Security part D price increases and the general increase of insurance costs. (22:30) George looks for clarification on whether or not his dad needs to send an additional payment out to cover his withholdings...
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