Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310
March 11, 2023
Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...
Listen NowQuestions Relating To Taxes: EDU #2250
December 14, 2022
Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics. (18:00) Georgette from Ohio looks for clarification on the wash sale rules. (37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions. (54:30) A listener asks if they can still make a deductible HSA contribution...
Listen NowTax Court Case Resolution and Discussion: EDU #2243
October 26, 2022
Jim and Chris sit down to discuss a tax court case that has finally come to resolution regarding IRAs. The case memo is: 2020-69. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E43.mp3 Podcast: Play in new window | Download (Duration: 1:05:31 — 29.6MB) Subscribe:...
Listen NowSocial Security and Inherited IRAs: Q&A #2235
August 27, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security and inherited IRAs. (4:00) A Connecticut listener asks about counting Social Security earnings history prior to the age of 22. (12:30) A listener from Washington looks for clarification on the amount of a Social Security survivor benefit. (15:45) An Illinois listener follows-up on a previously answered question...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 4: EDU #2234
August 24, 2022
Jim and Chris sit down to continue their discussion on the concept of the Minimum Dignity Floor (MDF). This weeks discussion is focused on the taxes relating to the MDF as well as the accuracy of secure income projections that make up the MDF. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E34.mp3 Podcast: Play in new window |...
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