Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
Podcast: The Retirement and IRA ShowPublished On: Sat Apr 19 2025
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.
The note was deleted
The note was saved
Your message was sent