Tax Questions With A Twist: Q&A #2128
July 10, 2021
Chris and in-house CPA, Bob sit down to answer some listers tax questions relating to passing down 529 plans and performing Roth conversions. (4:00) George and Georgette from Maryland ask if 529 plans can be passed down through a change in ownership and continue to grow tax-free. (22:40) A listener look’s for advice on considering the pros and cons of performing Roth conversions before the...
Listen NowTax Strategy Considerations: EDU #2126
June 30, 2021
Chris and Bob sit down to discuss a listeners email illustrating the need for considering all possible variables when planning your tax strategy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E26.mp3 Podcast: Play in new window | Download (Duration: 53:45 — 24.6MB) Subscribe:...
Listen NowTaxes, IRAs, Gifting, and IRMAA: Q&A #2126
June 26, 2021
Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting and the allowable limits surrounding gifting. (27:30) George from Nebraska...
Listen NowSocial Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125
June 19, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...
Listen NowTax Specific Questions: Q&A #2121
May 22, 2021
Chris sits down with resident CPA, Bob Palechek to discuss listeners questions pertaining specifically towards taxes. (3:10) A Pennsylvania listener looks to have his question answered regarding donating money from an IRA after RMD age. (21:00) George from Texas asks about the treatment of profit/loss from cryptocurrencies. (28:30) George looks for clarification on the amount of earned income he...
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