Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941
October 26, 2019
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode. 16:15 Jim expands on...
Listen NowSurvivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937
September 28, 2019
Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer an Idaho/Washington listener’s question...
Listen NowQ&A: Early Retirement Roth Conversions
May 4, 2019
If you retire early, is it wise to use the years before reaching full retirement age to do Roth Conversions at a lower tax rate? Join Chris and Jo as they answer a multi-part question from a Washington listener about using early retirement years for Roth Conversions. They discuss important considerations, annual conversion targets, tax implications, and more....
Listen NowEdu: Tax Optimized Spending with Bucketing
May 1, 2019
A question from a Texas listener inspires Jim and Chris to take a closer look at Tax Optimized Spending with the Bucketing Strategy. The good news is that planning your spending from your Buckets may not be as complicated as you think! Chris shares a simple way of determining how much to spend from your “always taxable”, “maybe taxable”, and “never taxable”...
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