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Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502

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Manage episode 460494199 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim and Chris sit down to discuss Social Security, inherited Roth IRAs, an inherited IRA RMD case, and reporting Roth withdrawals.

(12:45) The guys answer a question about earning enough Social Security credits while working overseas and how this impacts Medicare eligibility and spousal benefits.

(22:45) Georgette asks whether taking a Child-in-Care benefit now will allow her to switch to a higher survivor benefit later.

(33:00) A listener wonders if a trust can preserve the tax-free growth of an inherited Roth IRA beyond the 10-year withdrawal rule.

(46:15) Jim and Chris talk about a very confusing inherited IRA RMD case they are working on.

(1:12:00) George seeks advice on reporting Roth IRA withdrawals after a Roth conversion and dealing with AGI changes when filing taxes.

The post Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502 appeared first on The Retirement and IRA Show.

  continue reading

404 episodes

Artwork
iconShare
 
Manage episode 460494199 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim and Chris sit down to discuss Social Security, inherited Roth IRAs, an inherited IRA RMD case, and reporting Roth withdrawals.

(12:45) The guys answer a question about earning enough Social Security credits while working overseas and how this impacts Medicare eligibility and spousal benefits.

(22:45) Georgette asks whether taking a Child-in-Care benefit now will allow her to switch to a higher survivor benefit later.

(33:00) A listener wonders if a trust can preserve the tax-free growth of an inherited Roth IRA beyond the 10-year withdrawal rule.

(46:15) Jim and Chris talk about a very confusing inherited IRA RMD case they are working on.

(1:12:00) George seeks advice on reporting Roth IRA withdrawals after a Roth conversion and dealing with AGI changes when filing taxes.

The post Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502 appeared first on The Retirement and IRA Show.

  continue reading

404 episodes

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