QCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202
January 8, 2022
Chris and Bob discuss questions from listeners relating to QCDs, inherited IRAs, contribution limits, and capital gains tax on properties. (4:30) A Texan listener looks for advice on either paying taxes from an IRA or making qualified charitable distribution (QCD). (19:00) An Indianan listener asks how an inherited IRA affects the ability to do a backdoor Roth contribution. (30:15) George from...
Listen Now210 Advanced Tax Planning: EDU #2201
January 5, 2022
Jim, Chris, and Bob sit down to discuss 210 tax planning and how tax order is important when doing advanced tax planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E01.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...
Listen NowAddressing Tax-Focused Questions: EDU #2152
December 29, 2021
Jim, Chris, and Bob sit down to discuss and answer multiple tax-focused questions in the final EDU show of the year. (6:30) George from Texas asks about the potential taxation resulting from trading cryptocurrencies. (13:00) George from New York looks for clarification on Roth conversions, IMRAA, and tax filing status. (25:30) A Virginian listener looks for advice on potentially increasing...
Listen NowTax Court Cases and Private Letter Rulings: EDU #2145
November 10, 2021
Jim and Chris sit down to discuss a couple tax court cases and private letter rulings from Jim’s most recent Ed Slott group training. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E45.mp3 Podcast: Play in new window | Download (Duration: 1:04:28 — 29.5MB) Subscribe:...
Listen NowUpdates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144
November 3, 2021
Chris and in house CPA, Bob Palechek sit down to discuss updates to the potential tax changes within the proposed Build Back Better Act as well as a listeners in-depth tax question. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E44.mp3 Podcast: Play in new window | Download (Duration: 1:05:21 — 29.9MB) Subscribe:...
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