Social Security, Rollovers, Taxes, and FERS: Q&A #2221
May 21, 2022
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security...
Listen NowTax Diversification, Roth Conversions, and IRMAA: Q&A #2208
February 19, 2022
Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...
Listen NowSocial Security, RMD Taxes, Trusts, and Roth Conversions: Q&A #2207
February 12, 2022
Jim and Chris sit down to discuss listeners questions pertaining to Social Security, RMDs, special needs trusts, and Roth conversion rules. (4:00) A listener voices his concerns with Social Security part D price increases and the general increase of insurance costs. (22:30) George looks for clarification on whether or not his dad needs to send an additional payment out to cover his withholdings...
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...
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