Three Types Of Beneficiaries: EDU #2132
August 11, 2021
Jim and Chris sit down to revisit the three types of beneficiaries for IRA/retirement accounts after the passage of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E32.mp3 Podcast: Play in new window | Download (Duration: 43:49 — 20.1MB) Subscribe:...
Listen NowThe SECURE Act, Social Security, The CARES Act, and More: Q&A #2033
August 15, 2020
Jim and Chris answer listeners’ questions about Social Security, The SECURE Act, The CARES Act, pension payout options, the fluidity of the Minimum Dignity Floor, and what to consider when choosing the right survivor benefits from a pension. (9:15) A listener from Massachusetts wants to know about divorced spouse Social Security claiming options. (18:41) George from Georgia seeks...
Listen NowChild-In-Care Benefits, Annuity Questions, and More: Q&A #2018
May 2, 2020
Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions. (12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits. (16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea. (See Q&A #2013 to listen to...
Listen NowUpdate on the SECURE Act, Divorce Benefits, and More: Q&A #2010
March 7, 2020
As Jim rifles through listener’s questions today, he and Chris settle on the topics of an update on the SECURE Act, Social Security divorce benefits, re-characterizing an IRA, and Health Savings Accounts. (4:15) Chris and Jim follow up with an update on the SECURE Act and when a child inherits an IRA. (19:55) Georgette from Mississippi wonders if she can receive a divorced spouse benefit...
Listen NowThe Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008
February 22, 2020
Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs. (5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement. (7:17) A Virginian asks a question similar to above in regards to the earnings...
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