Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102
January 9, 2021
Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths. (5:42) A listener asks a question about Social Security Spousal Benefits. (16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs. (37:45) An Iowan would like more information on what...
Listen NowSocial Security, IRMAA, Home Equity, and LTC: Q&A #2051
December 19, 2020
Chris sits down to answer questions about Social Security, IRMAA, home equity, Roth conversions, and LTC (long-term care). (3:15) A Virginian listener asks a question relating to delayed retirement credits and rules surrounding the claiming of Social Security. (15:10) A listener from Indiana asks for clarification on the impacts of IRMAA. (22:45) A Michigan listener wonders how the equity...
Listen NowIRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050
December 12, 2020
Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions. (2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA. (13:10) A Texan listener asks what the best time for his wife to claim her spousal Social Security benefits alongside her current TRS pension would...
Listen NowSocial Security and RMDs: Q&A #2049
December 5, 2020
Chris answers listeners’ interesting and compelling questions relating to Social Security rules and RMDs (Required Minumum Distributions). (2:45) George asks for confirmation on the rules/benefits for his mother retroactively filing for her Social Security benefit. (8:10) A listener from Missouri asks about the penalties and frequency of penalties incurred if someone were to file for...
Listen NowSocial Security and WINDEX: EDU #2048
December 2, 2020
Chris sits down to discuss the important and often confusing Social Security topic of the widow’s indexed primary insurance amount (WINDEX). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E48.mp3 Podcast: Play in new window | Download (Duration: 38:27 — 17.6MB) Subscribe:...
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