• 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 […]

    The post Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 appeared first on The Retirement and IRA Show.
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