Volatility in the Equity Market
June 25, 2016
Considering the outcome of the Brexit vote, Jim and Chris discuss the recent volatility in the equity market. They also answer emails and calls from listeners including two questions regarding the wisdom of retiring from one job and taking another in order to gain a different retirement benefit, and a question regarding the Social Security Widows Benefit....
Listen NowOptions For Your Retirement Accounts When You Leave Your Job
June 18, 2016
If you leave your job for another one or you decide to retire, what do you do with your retirement accounts? Depending on your age and your situation, your options will differ but as Jim and Chris discuss, your best options may not be as straightforward as they may seem. Also, as a follow-up to their previous QLAC shows, Jim and Chris answer a question from a listener who asks how to get out of...
Listen NowCommon IRA Tax Mistakes
June 11, 2016
Jim and Chris discuss some common IRA tax mistakes that are made by tax preparers, including problems with Form 5329, issues regarding misinformation on the 60 day IRA rollover rule, mistakes surrounding year-of-death Required Minimum Distributions and more. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-11-16.mp3 Podcast: Play in new...
Listen NowNew Findings in Retirement Planning
June 4, 2016
Jim and Chris discuss some of the new findings in retirement planning that Jim learned about during his Ed Slott training in May, including findings regarding spending in retirement and taxation in retirement. They also answer a Social Security question from a listener: If you’ve claimed your Social Security benefit and then take a part time job, do you still have to contribute to Social...
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