Our Most Recent Show
Q&A: Pension Options, Roth Conversions, Social Security
This week Jim and Chris discuss a listener's question about ways of dealing with his State of Kentucky pension now that he's working for the State of Ohio. The guys also answer a Louisiana listener's question about Roth Conversions.
Four listeners (from Florida, Michigan, Tennessee, and Texas) had Social Security questions this week, including repaying benefits after withdrawing an application, will working while receiving SS increase payments upon full retirement, and more.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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