Self-Directed IRA, WEP and SS, Bucketing – QA #1925

June 29, 2019

Self-Directed IRA, WEP and SS, Bucketing – QA #1925

Welcome to another week of Q&As! This week Jim and Chris respond to a listener from Hawaii wonder what a Self-Directed IRA (or 401k) is and if there are any benefits over a Custodial IRA. Then they review how WEP can impact Social Security Benefit calculations for a Virginia listener, and give advice to a young Financial Planner that is new to the industry and unsure what to do when a client doesn’t have enough money saved to fund their Buckets.

Podcast: Play in new window | Download (Duration: 1:21:13 — 37.2MB)

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