Social Security, IRA Recharacterizations, and Annuities: Q&A #2224
June 11, 2022
Jim and Chris sit down to discuss listeners questions about Social Security, IRA recharacterizations, and annuities. (18:15) A listener looks for advice on whether or not she should claim her spousal Social Security benefit. (33:30) A listener describes her concern about a previously completed IRA recharacterization. (50:30, 1:12:15, 1:14:30) George asks a couple of questions regarding...
Listen NowSocial Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211
March 12, 2022
Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...
Listen NowThree Types Of Beneficiaries: EDU #2132
August 11, 2021
Jim and Chris sit down to revisit the three types of beneficiaries for IRA/retirement accounts after the passage of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E32.mp3 Podcast: Play in new window | Download (Duration: 43:49 — 20.1MB) Subscribe:...
Listen NowSocial 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...
Listen NowThe Issue With Trusts As Beneficiaries on IRAs: EDU #2114
April 7, 2021
Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E14.mp3 Podcast: Play in new window | Download (Duration: 1:13:41 — 33.7MB) Subscribe:...
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