Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
November 2, 2019
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...
Listen NowConversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938
October 5, 2019
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...
Listen NowClaiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935
September 14, 2019
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...
Listen NowIRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932
August 24, 2019
Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs. 5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs, do partial Roth conversions, and whether you can do more than one 401k rollover per year. 19:39 A listener is considering moving to Colorado and wants to know if their state pension...
Listen NowTax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927
July 20, 2019
Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions). 6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA 22:35 A California listener wonders...
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