Taxes, 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...
Listen NowPlanning Considerations For Millennial’s: EDU #2134
August 25, 2021
Jim and Chris sit down to discuss a listeners email regarding planning for millennial’s or folks with a longer retirement planning horizon. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E34.mp3 Podcast: Play in new window | Download (Duration: 1:10:47 — 32.4MB) Subscribe:...
Listen NowSocial Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134
August 21, 2021
Jim and Chris sit down to discuss listener questions about Social Security survivor and spousal benefits, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, QLACs, and RMDs. (6:00) Cousin George from Delaware asks a question about claiming Social Security survivors benefits. (16:30) A Floridian wants to know if claiming Social Security spousal benefits will affect their own benefits later...
Listen NowThe History Behind Gift and Estate Taxes: EDU #2133
August 18, 2021
Jim and Chris sit down to discuss a listener’s email about the history and laws behind gift and estate taxes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E33.mp3 Podcast: Play in new window | Download (Duration: 1:19:00 — 36.2MB) Subscribe:...
Listen NowSocial Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
August 14, 2021
Jim and Chris sit down to answer listener questions about Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs. (3:00) A Mainer would like to know if they can claim Social Security benefits retroactively. (10:00) A listener from Washington wants clarification on how the Windfall Elimination Provision (WEP) will affect their Social Security benefit. (16:30) Another...
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