COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 6 July 2024

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to […]

Transcript

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0:38.3	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:43.7	Join us as certified financial planner Jim Sonier, as well as Colorado State University
0:48.7	Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401k's, annuities,
0:56.1	social security, pension plans, and estate planning in a fun and enjoyable show. Whether you are
1:01.9	listening live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to
1:07.9	know that they're available to help you plan for your retirement.
1:14.0	Just visit their website at Jimhelps.com.
1:20.1	That's Jim, H-E-L-P-S dot com, and click the Meet the Team button on the homepage.
1:23.0	Now here's Jim and Chris with today's show.
1:31.1	Hello and welcome to the Retirement and IRA show, Q&A edition for this week.
1:35.9	Got some questions lined up, obviously, or we wouldn't be doing the show. This is, I think, the first, yeah, this is the first Q&A show for the month of July.
1:41.9	It's releasing just a couple days after Independence Day.
1:45.3	So hopefully everyone had a safe and joyous Fourth of July celebration, if you celebrate it.
1:54.8	We're not going to banter too much today because we've got a tight timeline on recording the show.
	...

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