Financial Planning and Taxes: EDU #2120
May 19, 2021
Jim and Chris sit down with inhouse CPA, Bob Palechek to discuss some listener emails pertaining to taxes and financial planning related questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E20.mp3 Podcast: Play in new window | Download (Duration: 1:12:52 — 33.4MB) Subscribe:...
Listen NowIRS Tax Court Cases and PLRs: EDU #2119
May 12, 2021
Jim and Chris sit down to discuss a couple court cases from IRS tax court and some private letter rulings (PLR). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E19.mp3 Podcast: Play in new window | Download (Duration: 53:05 — 24.3MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118
May 1, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how to convert money from a 457(b)...
Listen NowSocial Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
April 3, 2021
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...
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