Tax Brackets and Income Stacks: EDU #2049
December 9, 2020
Chris sits down with our in-house tax specialist and CPA, Bob Palechek, to discuss tax brackets and “income stacks”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E49.mp3 Podcast: Play in new window | Download (Duration: 46:41 — 21.4MB) Subscribe:...
Listen NowSocial Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046
November 14, 2020
Jim and Chris discuss listeners’ comments and questions relating to Social Security “grace years”, IRAs, QCDs, RMDs, and Taxes. (Intro) Jim and Chris read an incredibly generous “thank you” email from Georgette in California and address what a “grace year” means for Social Security. (16:55) A listener asks for clarification on an older article written by...
Listen NowRoth Conversions and “210 Considerations”: EDU #2045
November 11, 2020
Chris sits down with our in house CPA, Bob Palechek, for a tax-focused podcast on Roth conversions and what Jim calls, “210 considerations”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E45.mp3 Podcast: Play in new window | Download (Duration: 51:09 — 23.4MB) Subscribe:...
Listen NowSocial Security, IRAs, Roth Conversions, and Taxes: Q&A #2043
October 24, 2020
Jim and Chris discuss comments relating to Social Security while answering questions about IRAs and taxes. (Intro) Two listeners; one from Pennsylvania and one from Texas reach out to Chris for clarity on a Social Security question asked on a previous Q&A regarding delayed retirement credits. (22:10) A returning listener who panicked when the stock market crashed in March provides an update...
Listen NowTrusts and Choosing a Trustee: EDU #2040
October 7, 2020
Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) Subscribe:...
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