Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

June 12, 2021

Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relating to Roth IRA contribution rules. (26:00) A...

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Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

June 9, 2021

Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E23.mp3 Podcast: Play in new window | Download (Duration: 1:21:35 — 37.3MB) Subscribe:...

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Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

June 5, 2021

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (29:30) An Ohioan listener looks for advice on...

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Retirement Distribution Strategies Discussion: EDU #2122

June 2, 2021

Jim and Chris sit down to discuss and provide input on a recent article about eight different retirement distribution strategies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E22.mp3 Podcast: Play in new window | Download (Duration: 1:16:58 — 35.2MB) Subscribe:...

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