Discussing IRMAA: EDU #2227
July 6, 2022
Chris and Bob sit down to discuss a handful of older, listener prompted questions relating to the details of IRMAA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E27.mp3 Podcast: Play in new window | Download (Duration: 1:06:41 — 30.5MB) Subscribe:...
Listen NowRoth Conversions, Backdoor Contributions, and Social Security Taxation/COLA: Q&A #2210
March 5, 2022
Jim and Chris discuss questions relating to Roth conversions, backdoor Roth contributions, and Social Security taxation/COLA adjustments. (PLEASE RE-DOWNLOAD THE PODCAST FOR THE EDITED AND UPDATED AUDIO FILE) (9:00) A listener from Florida looks to get clarity on how her German earnings can be taken into account by the SSA to get an accurate estimate of her benefit. (21:00) An Ohioan listener...
Listen NowSocial Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209
February 26, 2022
Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth IRA. (45:15) Georgette references a question from...
Listen NowTax Diversification, Roth Conversions, and IRMAA: Q&A #2208
February 19, 2022
Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...
Listen NowSocial Security, Roth conversions, and 403(b) Accounts: Q&A #2206
February 5, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts. (26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits. (28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form. (35:00) A listener looks for clarification on...
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