Potential Tax Implications Post-Election: EDU #2039
September 30, 2020
Jim and Chris compare and contrast current and proposed tax implications from the results of the upcoming Presidential Election. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E39.mp3 Podcast: Play in new window | Download (Duration: 1:10:40 — 31.8MB) Subscribe:...
Listen NowClaiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038
September 19, 2020
Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act. (8:00) An Indianaian asks a question about claiming ages for Social Security benefits. (19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be. (45:40) A listener from Ohio asks a question about health...
Listen NowSocial Security, Tax Deductions, and 401(k) Advice: Q&A #2035
August 29, 2020
Jim and Chris discuss listeners’ questions relating to Social Security, standard tax deductions as a result of the CARES Act, and 401(k) advice for a younger investor. (5:45) A listener from New Jersey wonders what happens to employer Social Security contributions when the employee has maxed out their Social Security with a different employer. (17:45) George from Kentucky asks about...
Listen NowThe SECURE Act and Tax-Deferred Accounts: EDU #2034
August 26, 2020
Jim and Chris discuss a listener’s email regarding concerns about how to distribute tax-deferred assets to beneficiaries and the impact of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E34.mp3 Podcast: Play in new window | Download (Duration: 1:16:49 — 34.1MB) Subscribe:...
Listen NowRoth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029
July 18, 2020
Chris is joined by our resident tax expert and CPA, Bob Palechek to discuss Roth conversions, tax brackets, and other general tax questions. (4:25) An Arizonian wonders if 401k contributions count as earned income for the purposes of Roth contributions. (10:50) A listener from Connecticut asks how much he can convert from a 401k to his Roth IRA while still staying below the 24% tax bracket....
Listen Now
