Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
January 18, 2025
Jim, Chris, and Jake sit down to discuss listener questions relating to contributions, Social Security, 415 limits, and beneficiaries. PSA: Chris and Jake review several questions from this weeks EDU show relating to 415 limits, new age 60-63 “super” catch-up contributions effective under SECURE 2.0. (10:30) A listener looks for clarification on his wife’s spousal Social...
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 NowSecure Act 2.0 and Section 204 Continued: EDU #2407
February 14, 2024
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E07.mp3 Podcast: Play in new window | Download (Duration: 1:12:10 — 33.0MB) Subscribe:...
Listen NowSocial Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
January 27, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation. (24:30) A New York listener asks about the level of IRMAA premium that he and his wife will pay based on the timing of filing their form SSA-44. (33:00)...
Listen NowSection 204 Of Secure Act 2.0: EDU #2404
January 24, 2024
Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E04.mp3 Podcast: Play in new window | Download (Duration: 1:10:36 — 32.3MB) Subscribe:...
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