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Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
Manage episode 396434373 series 2424283
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs.
(2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident.
(10:15) George from Massachusetts asks about converting after-tax dollars and the taxes on Roth conversions.
(23:45) George from Pennsylvania mentions the possibility of using a Charitable Remainder Trust (CRT) as a beneficiary for an IRA.
(29:15) George in California provides some input on making sure to select an attorney with specific knowledge when constructing Trusts, legal documents, etc.
(48:30) A listener in Massachusetts wonders about a multi-year guaranteed annuity (MYGA) within an IRA and how distributions are treated with regard to RMDs.
The post Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403 appeared first on The Retirement and IRA Show.
302 つのエピソード
Manage episode 396434373 series 2424283
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs.
(2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident.
(10:15) George from Massachusetts asks about converting after-tax dollars and the taxes on Roth conversions.
(23:45) George from Pennsylvania mentions the possibility of using a Charitable Remainder Trust (CRT) as a beneficiary for an IRA.
(29:15) George in California provides some input on making sure to select an attorney with specific knowledge when constructing Trusts, legal documents, etc.
(48:30) A listener in Massachusetts wonders about a multi-year guaranteed annuity (MYGA) within an IRA and how distributions are treated with regard to RMDs.
The post Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403 appeared first on The Retirement and IRA Show.
302 つのエピソード
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