Our Most Recent Show
GPO and WEP
During this show, Jim and Chris answer questions from listeners. Primarily they focus on a question that involves the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP): Does a defined contribution plan count as a government pension under Social Security rules. If it does, will the GPO and WEP impact the amount of Social Security benefit payments? Other questions Jim and Chris tackle this week include: What can you do with a 401(k) from a previous employer? In regards to a trust beneficiary, is the beneficiary better off taking a lump sum payment from the trust or weekly payments? Are contributions to Health Savings Accounts (HSAs) tax deductable? And can you take money out of your 401(k) if you still work for that employer?
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 Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
Looking for more information on a specific topic? Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.
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