Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516

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 .