The Retirement and IRA Show

• Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535

  If you are not in the mood for Jim and Chris’s delightful banter, you can skip ahead to (5:45). It should be noted that of all the episodes to start sharing that information, it’s the one in which Jim said “we didn’t even banter!”. But, from now on, right here before the guys’ summaries you […] The post Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535 appeared first on The Retirement and IRA Show.

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• Social Security, PSA, Annuities, RMD Rules: Q&A #2534

  Jim and Chris discuss listener questions on Social Security retroactive payments and delayed retirement credit timing, share a listener PSA on horse speed, and answer questions on fixed indexed annuity default credits, a living benefit rider with a proprietary index, and RMD rules for an inherited account. (15:45) A listener asks if the lack of […] The post Social Security, PSA, Annuities, RMD Rules: Q&A #2534 appeared first on The Retirement and IRA Show.

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• Catch Up Contributions: EDU #2534

  Chris’s Summary Jim and I review catch up contributions across IRAs and workplace plans using questions from the Ed Slott training quiz. We clarify the $1,000 IRA catch up (now indexed), explain the age 60–63 super catch up in 401(k)/403(b) plans, and outline the Roth mandate that will require high earners’ catch ups to go […] The post Catch Up Contributions: EDU #2534 appeared first on The Retirement and IRA Show.

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• Social Security, Inherited Roth, and IRMAA: Q&A #2533

  Jim and Chris discuss listener questions on Social Security spousal benefits, filing logistics and spousal eligibility with a disabled child, an inherited Roth IRA, and IRMAA concerns.(14:30) A listener asks why his spouse’s Social Security spousal benefit is less than half of his primary benefit amount.(21:45) George asks about the process and documentation needed when […] The post Social Security, Inherited Roth, and IRMAA: Q&A #2533 appeared first on The Retirement and IRA Show.

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• Funding Discretionary Spending: EDU #2533

  Chris’s SummaryJim and I continue discussing funding discretionary spending in Robert Merton’s three bucket retirement income framework from last week’s article, focusing on how his flexible and aspirational spending categories compare with our philosophy. We explore why annuities are insurance products, where TIPS fit into income planning, and why funding Go-Go years demands liquidity and […] The post Funding Discretionary Spending: EDU #2533 appeared first on The Retirement and IRA Show.

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