Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
Description
Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security.
(9:10 ) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit.
(11:10 ) Another listener shares a PSA about delays in online Social Security applications and recommends visiting a local office.
(20:15 ) Georgette asks whether delaying her husband’s Social Security filing would be beneficial for Roth conversions.
(39:30 ) Jim and Chris address whether the minus-one method for RMDs was paused during the IRS’s waiver period.
(59:20 ) The guys answer if inherited Roth IRAs are ever subject to RMDs other than the 10-year deadline.
(1:14:15 ) George questions whether there are ever good reasons to take Social Security early.
Show Notes: the Slott Report
The post Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516 appeared first on The Retirement and IRA Show.
United States
