New IRS Rules, Questions on Social Security and More: Q&A #2027
July 4, 2020
Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions. (2:30) Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs). (13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits. (31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the...
Listen NowSocial Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026
June 27, 2020
Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...
Listen NowTax-Related Answers about IRMAA & Roth Conversions: EDU #2023
June 10, 2020
Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion. (2:00) IRMAA and submitting a life-changing event form (24:45) The timing of MAGI limits in IRMAA (38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?...
Listen NowOut-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022
May 30, 2020
Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error. (4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits. (10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to...
Listen NowSocial Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020
May 16, 2020
Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts. They also discuss a listener’s correction to a previous podcast episode. (4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security. (7:00) Another Illinois listener wonders if he could collect full disability Social Security benefits...
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