Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs.

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Jim, Chris, and Jake sit down to discuss listener questions relating to contributions, Social Security, 415 limits, and beneficiaries. PSA: Chris and Jake review several questions from this weeks EDU show relating to 415 limits, new age 60-63 “super” catch-up contributions effective under SECURE 2.0. (10:30) A listener looks for clarification on his wife’s spousal […]

The post Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503 appeared first on The Retirement and IRA Show.

Chris and Jake discuss the new “Super-Catchup” retirement plan contributions, explaining who qualifies and how they work.

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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 […]

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

In this EDU dialogue show, Jim and Chris are joined by Jake to explore listener questions about Social Security, income annuities, strategies for deploying dollars in retirement, and other Retirement Planning related topics. Mentioned JP Morgan Article

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Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA planning, step-up in basis rules, family maximums, IRA beneficiaries, and factoring inheritances into retirement planning. (12:00) George asks how his wife’s spousal Social Security benefit will be calculated, specifically regarding COLA increases to his PIA and his delayed filing at age 70. […]

The post Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501 appeared first on The Retirement and IRA Show.

Jim and Chris, once again joined by Jake, a fellow planner at Jim Saulnier & Associates, discuss a recent Wall Street Journal article about why retirees often hesitate to spend in retirement. The guys share some tips to build retirement spending confidence.

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Jim and Chris discuss listener and forum questions relating to Social Security benefits, IRMAA, RMDs, annuities, and beneficiaries. Chris kicked off the episode with a bold dare, promising listeners the “best show of the year” since it’s the last one for 2024. Jim took the challenge seriously, turning it into a record-breaking two-hour extravaganza with […]

The post Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452 appeared first on The Retirement and IRA Show.