Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936
September 21, 2019
Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rules. 29:38 An Alabama listener wonders if...
Listen NowGPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929
August 3, 2019
As Jim and Chris continue working through the pile of listener questions they address a wide range of subjects; from setting up your online Social Account, transitioning to a Distribution Portfolio, Multi-Year Guaranteed Annuities, and more. 4:05 A Pennsylvania listener seeks help setting up an online Social Security account. 8:20 An Ohio listener and wants Jim and Chris’s thoughts on...
Listen NowQ&A #1924: Social Security Benefits and Retroactive Payments
June 22, 2019
Chris covers multiple Social Security questions while Jim is out of town. Questions regarding Social Security Disability benefits converting to Full Retirement Benefits, what happens to one’s benefits when moving to a new State, claiming Social Security benefits while still working, and retroactive payments are covered....
Listen NowEdu #1923: Taxation of Social Security Benefits
June 19, 2019
With Jim away at the AICPA conference, Chris and Jo take a look at the conditions that can trigger the taxation of Social Security Benefits. They discuss how the rules have changed over time and what it could mean for you. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E23.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowQ&A: Clarifications, Social Security Veterans and Disability Benefits
May 25, 2019
Do Veterans receive higher Social Security benefits than civilians? Jim and Chris start out the show responding to four listeners wanting clarifications on previously answered questions. They also respond to a Kentucky listener’s question about Social Security Disability Benefits and a US Marine’s query about Social Security Veterans Benefits. Please take a moment to vote on...
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