Edu #1922: Missed RMD
June 12, 2019
Jim and Chris first discuss possible changes coming to IRA rules, including Required Minimum Distributions (RMDs), before discussing current RMD rules, penalties for a missed RMD, and how to ‘fix’ a miss. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E22.mp3 Podcast: Play in new window | Download (Duration: 52:33...
Listen NowQA #1922: SS Benefits After Remarrying, Annuities
June 8, 2019
Jim and Chris answer a question from a young widow wondering how remarrying will affect her ability to claim benefits from her deceased husband’s Social Security. They also weigh-in on a listener wondering if an annuity is an appropriate investment for her situation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E22.mp3...
Listen NowEdu #1921: Bucketing with Annuities
June 5, 2019
Have you encountered an Advisor who recommended Bucketing with annuities predominantly? On this Edu episode, Jim and Chris respond, in-depth, to a listener looking for clarity on using annuities as their “buckets”. The guys discuss reasons to be cautious and the steps you can take to ensure that you’re not just being sold a product package. ...
Listen NowQ&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits
June 1, 2019
Unclear how an Inherited Annuity or Inherited Roth IRA is taxed? Jim and Chris respond to a Florida listener asking if they’ll be taxed on the whole value if they inherit an Annuity. Another listener wonders if they’ll be taxed if they withdraw from an Inherited Roth before age 55. The guys also address a question from a listener about Life Insurance and Trusts to provide for their...
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