Things to Consider when Considering a Roth Conversion: EDU #2010
March 11, 2020
Jim, Chris, and Bob all discuss this topic today brought to us by a listener’s email: things to consider when considering a Roth conversion. The simple question of “should I convert to a Roth?” comes with a multi-faceted answer! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E10.mp3 Podcast: Play in new window |...
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...
Listen NowQ&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits
June 1, 2019
Unclear how an Inherited Annuity or Inherited Roth IRA is taxed? Jim and Chris respond to a Florida listener asking if they’ll be taxed on the whole value if they inherit an Annuity. Another listener wonders if they’ll be taxed if they withdraw from an Inherited Roth before age 55. The guys also address a question from a listener about Life Insurance and Trusts to provide for their...
Listen NowQ&A: Early Retirement Roth Conversions
May 4, 2019
If you retire early, is it wise to use the years before reaching full retirement age to do Roth Conversions at a lower tax rate? Join Chris and Jo as they answer a multi-part question from a Washington listener about using early retirement years for Roth Conversions. They discuss important considerations, annual conversion targets, tax implications, and more....
Listen NowQ&A: Avoiding the Roth 5 Year Rule
April 11, 2019
When you rollover your Roth 401k into a Roth IRA is there a way of avoiding the Roth 5 Year Rule? Jim and Chris answer that question from North Carolina listener who currently has a Roth 401k and no Roth IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E14.mp3 Podcast: Play in new window | Download (Duration: 30:22 —...
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