Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
March 30, 2024
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while in the 32% bracket could make...
Listen NowSocial Security, 529/Roth Conversions, and HSAs: Q&A #2411
March 16, 2024
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit....
Listen NowConverting A 529 To A Roth IRA: EDU #2410
March 6, 2024
Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/ NY Times...
Listen NowRoth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
February 3, 2024
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement. (16:15) A listener asks about...
Listen NowSocial Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
January 20, 2024
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs. (2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident. (10:15) George from Massachusetts asks about converting after-tax dollars and the taxes on Roth conversions....
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