Go offline with the Player FM app!
Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
Manage episode 476550592 series 2424283
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.
404 episodes
Manage episode 476550592 series 2424283
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.
404 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.