Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
December 17, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...
Listen NowSpousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247
November 19, 2022
Jim and Chris sit down to discuss listeners questions relating to spousal benefits, investing, Roth conversions, trusts, and MYGAs. (7:45) Georgette from New York looks for clarification on the possible reduction of spousal Social Security benefits. (15:30) A Californian listener wonders if it makes sense to sell some of his bond funds that are currently down or if it’s better to hold them...
Listen NowWash Sale Rules, Roth Conversions, and RMDs: Q&A #2244
October 29, 2022
Chris and in-house CPA, Bob Palechek sit down to discuss listeners questions relating to wash sales, Roth conversions, and required minimum distributions (RMDs). (6:00) George from California wonders if he can sell funds at a loss in his brokerage account and immediately repurchase identical shares in a Roth IRA to avoid the wash sale rule. (14:00) George from Connecticut asks about...
Listen NowSocial Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236
September 3, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...
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...
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