The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008

Published: Feb. 22, 2020, 4 a.m.

Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs. (5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement. (7:17) A Virginian asks a question similar to above […]

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