Social Security, Robo-Advisors, Excess Contributions, 529 Plans, and RMDs: Q&A #2319
May 13, 2023
Jim and Chris discuss listeners questions relating to Social Security, robo-advisors, excess contributions, 529 plans, and RMDs. (6:45) A Californian listener wonders if she’s been missing out on a potential spousal Social Security benefit while delaying claiming her own personal benefit. (17:15) George from Georgia asks what to do about the excess Social Security benefit that was paid...
Listen NowSecure Act 2.0 Updates and Clarification Continued: EDU #2319
May 10, 2023
Jim and Chris sit down to continue their discussion/review of the updated information regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E19.mp3 Podcast: Play in new window | Download (Duration: 1:02:44 — 28.7MB) Subscribe:...
Listen NowRoth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318
May 6, 2023
Chris sits down solo this week to discuss listener questions regarding Roth IRA contributions, Social Security benefits, and IRMAA. (Intro) Chris follows up on a listener question from last week where a listener had panicked on tax day and recharacterized a 2022 Roth contribution. (8:20) George from New York looks for additional information on his potential age 70 Social Security benefit given...
Listen NowSecure Act 2.0 Updates and Clarification: EDU #2318
May 3, 2023
Jim and Chris sit down to discuss/review some updated information and clarification regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E18.mp3 Podcast: Play in new window | Download (Duration: 1:23:47 — 38.4MB) Subscribe:...
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