• Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515

  • Apr 12 2025
  • Length: 1 hr and 13 mins
  • Podcast

Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515

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  • Summary

  • Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs. (11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased. (23:00) A listener wonders when to […]

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What listeners say about Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.