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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://player.fm/legal.
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Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515

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Manage episode 476550592 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 discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs.

(11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased.

(23:00) A listener wonders when to file for her Social Security benefit to ensure no reduction in the first payment.

(32:00) The guys share a listener’s PSA about why the IRS originally chose age 70½ as the starting point for RMDs.

(46:30) A listener questions whether the tax planning window should actually end at age 63 due to potential IRMAA impacts.

(59:45) George is puzzled by an Ed Slott newsletter discussing RMDs from Inherited Roth IRAs.

The post Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 appeared first on The Retirement and IRA Show.

  continue reading

404 episodes

Artwork
iconShare
 
Manage episode 476550592 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 discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs.

(11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased.

(23:00) A listener wonders when to file for her Social Security benefit to ensure no reduction in the first payment.

(32:00) The guys share a listener’s PSA about why the IRS originally chose age 70½ as the starting point for RMDs.

(46:30) A listener questions whether the tax planning window should actually end at age 63 due to potential IRMAA impacts.

(59:45) George is puzzled by an Ed Slott newsletter discussing RMDs from Inherited Roth IRAs.

The post Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 appeared first on The Retirement and IRA Show.

  continue reading

404 episodes

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