Tax Questions With A Twist: Q&A #2128
July 10, 2021
Chris and in-house CPA, Bob sit down to answer some listers tax questions relating to passing down 529 plans and performing Roth conversions. (4:00) George and Georgette from Maryland ask if 529 plans can be passed down through a change in ownership and continue to grow tax-free. (22:40) A listener look’s for advice on considering the pros and cons of performing Roth conversions before the...
Listen NowSocial Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118
May 1, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how to convert money from a 457(b)...
Listen NowSocial Security, Roth Conversions, and LTC: Q&A #2113
March 27, 2021
Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social...
Listen NowSocial Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
March 6, 2021
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP...
Listen NowIRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050
December 12, 2020
Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions. (2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA. (13:10) A Texan listener asks what the best time for his wife to claim her spousal Social Security benefits alongside her current TRS pension would...
Listen Now
