Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting […]