Roth 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 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 WEP/GPO, Roth Conversions, and Annuities: Q&A #2217
April 23, 2022
Jim and Chris discuss questions relating to Social Security WEP/GPO, child-in-care, spousal benefits, Roth conversions, and annuities. (12:00) George from North Carolina looks for clarification on his wives Social Security benefit and the affects of WEP/GPO. (22:15) A listener asks about their possible benefits for Social Security spousal, child-in-care, and family maximum benefits given their...
Listen NowWEP, Social Security, Annuities, and Roth Conversions: Q&A #2214
April 2, 2022
Jim and Chris sit down to discuss listener questions relating to WEP, Social Security, annuities, Roth conversions, and taxes. (2:30) George from California has a question about WEP and whether or not he should try to earn a few more Social Security credits. (20:00) George from Pennsylvania looks for clarification on purchasing an annuity with IRA money. (34:00) A listener from Massachusetts...
Listen NowSocial Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211
March 12, 2022
Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...
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