Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144
November 3, 2021
Chris and in house CPA, Bob Palechek sit down to discuss updates to the potential tax changes within the proposed Build Back Better Act as well as a listeners in-depth tax question. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E44.mp3 Podcast: Play in new window | Download (Duration: 1:05:21 — 29.9MB) Subscribe:...
Listen NowRoth Conversions, Inherited Stock, and Military Pensions: Q&A #2144
October 30, 2021
Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...
Listen NowBuild Back Better Act Potential Tax Changes Continued: EDU #2139
September 29, 2021
Jim and Chris continue their discussion on potential changes in the tax code resulting from the proposed Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E39.mp3 Podcast: Play in new window | Download (Duration: 54:19 — 24.9MB) Subscribe:...
Listen NowAuxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139
September 25, 2021
Jim and Chris sit down to discuss listeners questions relating to Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures. (7:30) A listener has questions about Child in Care Benefits. (17:00) Jim and Chris address comment about “old advisors”. (29:30) Georgette from Texas is wondering about gifting her children portions of her home to avoid Estate Tax....
Listen NowTaxes, Roth Conversions, and Savings Strategies: Q&A #2135
August 28, 2021
Chris and inhouse CPA, Bob Palechek sit down to discuss listeners questions relating taxes, selling tax-effected funds, and Roth conversions. (3:30) A Michigan listener looks for clarification on selling tax-effected funds and how it might effect Medicare Part B premiums. (23:00) An Alaskan listener asks for clarity regarding IRAs and Roth Conversions. (36:15) George asks about when to consider...
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