Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

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By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers.

(4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes.

(14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another.

(49:00) A Georgian listener asks about the rules for inheriting an already inherited IRA.

(57:30) A listener wonders if she can separate the rollover of her 401k between a Roth IRA and a traditional IRA.

The post Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103 appeared first on The Retirement and IRA Show.

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