QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006
February 8, 2020
Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more! (In the end, Jim and Chris answered 7 listener questions–not too shabby!) (6:10) A Californian would like clarity about taking out a QCD from an IRA. (8:45) A listener would like to know...
Listen NowThe Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005
February 1, 2020
The newest member of our tax team, Bob Palechek, is today’s guest speaker–together he with Jim and Chris discuss an update on the Kiddie Tax, as well as other tax questions from listeners. (17:00) Jim, Chris, and Bob discuss an update on how the SECURE Act affected the Kiddie Tax. (39:00) A listener would like clarification on what tax rate is affected due to the SECURE Act: just...
Listen NowQ&A: Disability Benefits, Spousal Benefits,Taxes in Retirement
March 9, 2019
Is there a way to avoid paying taxes in retirement? Jim and Chris answer a couple of questions from listeners looking to minimize their taxes in retirement, as well as a California listener’s question about their Disability Benefits and an Ohio listener’s question about Spousal Benefits. ...
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