Q&A: Roth DIA, Roth Conversions, and More SS Benefits
March 2, 2019
Does a Deferred-Income Annuity (DIA) held in a Roth accomplish the same thing as a QLAC? Join Jim and Chris as they answer listener questions, including this one from Indiana. More questions addressed this week include Roth Conversion concerns from a New York listener and a couple Social Security Benefits queries from Arizona and Tennessee listeners....
Listen NowQ&A: Social Security Benefits, Rule of 55
February 23, 2019
This week Jim and Chris answer questions from listeners in California and New Jersey about Social Security Benefits; including their effect on Health Savings Account (HSA) contributions, IRMAA adjustments, and whether the government shut down has affected benefit statements. Also, a Wisconsin listener asks how/if the Rule of 55 applies to a Roth 401k....
Listen NowQ&A: QLAC, Earnings Test, and 60-Day Rollover for Roth Conversion
January 19, 2019
Jim and Chris answer three listeners’ questions. Topics discussed include how business income is affected by the Social Security earnings test, QLAC, and using the 60-day rollover as a Roth conversion strategy. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E02.mp3 Podcast: Play in new window | Download (Duration: 1:27:35...
Listen NowQ&A: Rule of 55, PIA, Roth Conversion
December 15, 2018
Jim and Chris field some interesting questions this week about the 401k Rule of 55, Social Security, and using 60-day Rollovers for Roth Conversions. The guys answer a listener question on whether transferring a 401k to a new employer will affect the Rule of 55. A California listener wonders how claiming Social Security is affected if the primary earner is younger than their spouse. Another...
Listen NowQ&A: Roth Conversion, MAGI, and Calculated Earnings Errors
December 8, 2018
The November 21st Edu podcast about using a 60-day Rollover on a Roth Conversion elicited a lot of listener questions. Jim and Chris spend time answering those plus a question from a Florida listener on calculating MAGI to determine if a retiree will have have to pay the Medicare Premium Surcharge. Chris also answers a Georgia listeners question about what to do if you feel that the Social...
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