Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court...
Chris’s Summary:This week’s EDU show is a throwback to an old favorite—things that make you go “hmm.” Jim brought back a list of oddities from the latest Ed Slott training, covering everything from RMD...
View ArticleSocial Security Benefits, Roth Conversions, and Annuities: Q&A #2512
Jim and Chris discuss listener questions relating to Social Security strategies, spousal benefits, Roth conversions, and annuities. (8:15) George asks whether a widow who was widowed before age 60 has...
View ArticleRoth 5-Year Rules and the Tax Planning Window: EDU #2513
Chris’s SummaryJim and I continue our review of interesting and sometimes confusing retirement planning facts, mostly drawn from Jim’s recent Ed Slott conference. We focus on the two Roth five-year...
View ArticleIdentity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k)...
Jim and Chris discuss listener questions relating to spousal Social Security benefits, RMD tax withholding, IRA withdrawals, and 401(k) contribution limits. Jim also shares a PSA about a recent attempt...
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Weathering Market Downturns: EDU #2514
Chris’s Description Jim and I talk about how market downturns—like the one we’re seeing now—can cause people to second-guess their plans, even when they’re well prepared. We walk through how our Secure...
View ArticleSocial Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
This week’s is a bit of a non-traditional Q&A episode where Jim and Chris address two listener questions on Social Security but then move into Public Service Announcement mode. For the first PSA...
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