Update 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...
Listen NowQCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006
February 8, 2020
Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more! (In the end, Jim and Chris answered 7 listener questions–not too shabby!) (6:10) A Californian would like clarity about taking out a QCD from an IRA. (8:45) A listener would like to know...
Listen NowThe Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005
February 1, 2020
The newest member of our tax team, Bob Palechek, is today’s guest speaker–together he with Jim and Chris discuss an update on the Kiddie Tax, as well as other tax questions from listeners. (17:00) Jim, Chris, and Bob discuss an update on how the SECURE Act affected the Kiddie Tax. (39:00) A listener would like clarification on what tax rate is affected due to the SECURE Act: just...
Listen NowSocial Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003
January 18, 2020
Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more! (2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits. (14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension. (33:20) A listener...
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