Tax Strategy Considerations: EDU #2126
June 30, 2021
Chris and Bob sit down to discuss a listeners email illustrating the need for considering all possible variables when planning your tax strategy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E26.mp3 Podcast: Play in new window | Download (Duration: 53:45 — 24.6MB) Subscribe:...
Listen NowTaxes, IRAs, Gifting, and IRMAA: Q&A #2126
June 26, 2021
Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting and the allowable limits surrounding gifting. (27:30) George from Nebraska...
Listen NowProvisions of the Securing a Strong Retirement Act: EDU #2125
June 23, 2021
Jim and Chris sit down to discuss a couple potential provisions of the Securing a Strong Retirement Act of 2021. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E25.mp3 Podcast: Play in new window | Download (Duration: 1:10:32 — 32.3MB) Subscribe:...
Listen NowSocial Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125
June 19, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...
Listen NowGifting While Alive: EDU #2124
June 16, 2021
Jim and Chris sit down to chat about a listeners email regarding the rarely discussed topic of gifting while being alive. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E24.mp3 Podcast: Play in new window | Download (Duration: 1:14:28 — 34.1MB) Subscribe:...
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