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!).

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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.

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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.

On this week’s EDU Discussion edition Jim and Chris welcome back Jake Turner, a fellow planner from the JSA team, as they take some time to opine on how some listeners are implementing their own versions of our retirement planning process.

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With Jim attending an Ed Slott conference, Chris takes some time to answer a WEP and GPO question before offering listeners general information on Social Security changes for 2025 and a detailed walkthrough of the WEP and GPO provisions of Social Security. (6:30) George asks for more information on whether Social Security offsets are adjusted […]

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