Spousal Benefit and Estate Planning Questions
November 26, 2016
Chris and special guest Estate Planning Attorney Peter Scott answer email questions from listeners. First up, Chris discusses social security strategies regarding “Spousal Benefits” and the rule changes that have occurred over the last year. Peter follows up with a detailed answer to a question involving land-lease agreements in an estate plan. Peter discusses various terms that...
Listen NowTax Implications of Special Needs Trusts
November 19, 2016
Jim & Chris discuss the difference between Accumulation Trusts and Conduit Trusts as well as the various considerations when putting together a Special Needs Trust with a focus on the tax implications. Also, Jim & Chris answer emails from listeners regarding Social Security privatization, and provide clarifications on the timing of doing Roth Conversions and Re-characterizations....
Listen NowCornucopia of Retirement Topics
November 12, 2016
Jim and Chris answer emails from listeners on different retirement topics. What triggers the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO) if you have a non-covered pension? How does the WEP or GPO work when you can also collect Social Security? What should you look for in a financial advisor? And… what is the best way to spend from your retirement portfolios?...
Listen NowRoth IRA Conversion Season
November 5, 2016
It’s Roth Conversion Season again! Jim and Chris discuss what a Roth Conversion is and some important things to consider when converting a traditional IRA to a Roth IRA. They also answer a listener’s question on converting a Thrift Savings Plan (TSP) to a Roth IRA. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-11-05-16.mp3...
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