Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223
June 4, 2022
Jim and Chris sit down to discuss listener questions on backdating Social Security benefits, IRA recharacterizations, and RMDs. (8:15) A listener from Washington would like some clarity on backdating their Social Security benefits. (21:30) Georgette is wondering what the tax consequences are on recharacterizing a Roth IRA contribution to a Traditional IRA contribution with a loss. (43:45) A...
Listen NowSocial Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222
May 28, 2022
Jim and Chris sit down to discuss questions relating to Social Security, the SECURE Act, SSDI, and 401(k) investment options. (8:00) George wonders about the cost-of-living adjustment for his PIA and Social Security benefit. (13:30) A listener from Connecticut asks about the unique Social Security issue that people born in 1960 are facing. (22:15) George looks for some additional clarification...
Listen NowSocial Security, Rollovers, Taxes, and FERS: Q&A #2221
May 21, 2022
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security...
Listen NowThings Everyone Should Know About Social Security: EDU #2219
May 11, 2022
Chris sits down on his lonesome to discuss the basics and things everyone should know about Social Security. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E19.mp3 Podcast: Play in new window | Download (Duration: 49:54 — 22.8MB) Subscribe:...
Listen NowSocial Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219
May 7, 2022
Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit. (25:00) Georgette from Wisconsin gives some...
Listen Now
