Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
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Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
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About this listen
Jim and Chris answer listener questions on Social Security timing, the Earnings Test, nondeductible IRA basis, and the Roth 5-Year Rule. (16:15) Georgette asks whether filing retroactively in December, with Social Security payments issued in January, ensures that all income—including the retroactive amount—will be reported on the following year’s tax return. (28:00) A listener working […]
The post Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521 appeared first on The Retirement and IRA Show.
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