Our Past Shows
Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.
Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).
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Q & A: Inherited 401k and IRA Rules
September 15, 2018
Inherited accounts can be tricky to understand. In this question and answer show Jim and Chris answer listener questions about properly transferring and titling of an Inherited 401k, taking RMDs from an Inherited IRA, and more. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-15-2018-Podcast.mp3 Podcast: Play in new window | Download...
Listen NowInherited 401k and Laddered CDs
September 8, 2018
Jim and Chris provide more information about a previous question regarding opening a 401k from an inherited 401k. Then a listener calls in with a question about whether laddered CDs are appropriate for her mother. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-08-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowChild-in-Care Benefits
September 1, 2018
If you collect your Social Security benefit at age 62 but still have a minor child at home, does that child qualify for benefits too? Jim and Chris answer a caller’s question regarding Child-in-Care benefits. They also discuss with another caller what the options are for an inherited 401(k). Should it be moved or just left in place? And in response to an email question, Jim and Chris...
Listen NowQLAC vs. 401k
August 25, 2018
Jim and Chris answer a question from a listener who did a backdoor Roth contribution but got caught by the pro rata rule. The listener wanted to know if it was advisable to rollover a Traditional IRA into an existing 401k or a Qualified Longevity Annuity Contract (QLAC). Jim and Chris also speak with Rachel Hanson of Senior Life Solutions regarding finding assistance for seniors. They discuss...
Listen NowMatter of Trusts
August 18, 2018
A caller from Texas asks Jim and Chris about trusts, revocable trusts and wills. They also discuss a couple of Social security questions. Are COLA adjustments for survivor benefits still calculated if the survivor hasn’t filed for Social Security yet? And how is the survivor benefit full retirement age different from the retirement benefit full retirement age?...
Listen NowCapital Gains Tax
August 11, 2018
Not many people are enthusiastic about taxes, but exemptions to those taxes aren’t too bad, as long as you know what the rules are. Chris and Justin discuss the ramifications of the new personal residence capital gains tax exemption. Also, in honor of the school year starting soon, see how well you do on a true/false Social Security quiz....
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