Wash Sale Rules, Roth Conversions, and RMDs: Q&A #2244
October 29, 2022
Chris and in-house CPA, Bob Palechek sit down to discuss listeners questions relating to wash sales, Roth conversions, and required minimum distributions (RMDs). (6:00) George from California wonders if he can sell funds at a loss in his brokerage account and immediately repurchase identical shares in a Roth IRA to avoid the wash sale rule. (14:00) George from Connecticut asks about...
Listen NowTax Court Case Resolution and Discussion: EDU #2243
October 26, 2022
Jim and Chris sit down to discuss a tax court case that has finally come to resolution regarding IRAs. The case memo is: 2020-69. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E43.mp3 Podcast: Play in new window | Download (Duration: 1:05:31 — 29.6MB) Subscribe:...
Listen NowSocial Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243
October 22, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...
Listen NowIRS Notice on Required Minimum Distributions (RMDs): EDU #2242
October 19, 2022
Jim and Chris sit down to discuss an IRS notice 2022-53 entitled, Certain Required Minimum Distributions (RMDs) for 2021 and 2022. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E42.mp3 Podcast: Play in new window | Download (Duration: 1:04:51 — 29.4MB) Subscribe:...
Listen NowSocial Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242
October 15, 2022
Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...
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