Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy.

The post 60-day Rollover Conversion Strategy: EDU #2448 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a […]

The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.

Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!).

The post Roth Conversions and RMDs: EDU #2447 appeared first on The Retirement and IRA Show.

Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs. (11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet. (19:00) Chris tackles an interesting Social Security survivor […]

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Jim and Chris sit down for another EDU show discussing updates to the SECURE Act that Jim brought back from the recent Ed Slott conference.

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Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs… (12:30) The guys are asked if dual citizenship will affect Social Security benefits. (20:30) George looks for clarity on Social Security’s family maximum rules. (30:00) Chris explains the reduction factor when claiming a spousal Social Security benefit. […]

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Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs.

The post Stretch IRA Rules and More: EDU #2445 appeared first on The Retirement and IRA Show.

Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions… (10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls […]

The post Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444 appeared first on The Retirement and IRA Show.