Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147
November 20, 2021
Jim and Chris discuss listeners questions relating to Social Security benefits, Roth 401(k) rollovers, inherited Roth IRAs, and Roth conversions. (5:30) A couple of California and Colorado listeners try and provide some clarification on estimating your Social Security benefit with no future estimated earned income. (18:00) A listener aims to provide some insight on rolling a Roth 401(k) into a...
Listen NowSocial Security, Roth 401(k)s, Fun Spending, and Saving For College: Q&A #2146
November 13, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth 401(k)s, fun spending, and saving for college. (7:00) A listener from Connecticut asks about how to get a more accurate estimate of his future Social Security benefit. (13:30) George from North Carolina looks for clarification on Roth 401(k) plans and their related RMDs. (32:00) A Floridian listener wonders...
Listen NowSocial Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140
October 2, 2021
Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions. (7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show. (15:15) George from California wonders about his Mom should claim her Social Security...
Listen NowQ&A: Avoiding the Roth 5 Year Rule
April 11, 2019
When you rollover your Roth 401k into a Roth IRA is there a way of avoiding the Roth 5 Year Rule? Jim and Chris answer that question from North Carolina listener who currently has a Roth 401k and no Roth IRA. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E14.mp3 Podcast: Play in new window | Download (Duration: 30:22 —...
Listen NowQ&A: Social Security Benefits, Rule of 55
February 23, 2019
This week Jim and Chris answer questions from listeners in California and New Jersey about Social Security Benefits; including their effect on Health Savings Account (HSA) contributions, IRMAA adjustments, and whether the government shut down has affected benefit statements. Also, a Wisconsin listener asks how/if the Rule of 55 applies to a Roth 401k....
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