How to Fix Errors on a 1099R Form
February 25, 2017
Jim and Chris answer listeners’ emails and finally got an email question from West Virginia! The WV listener wanted to know if Jim and Chris think it’s possible that the government will end the tax free benefits of the Roth IRA. Another listener wanted to know Jim’s and Chris’s thoughts on using a Qualified Charitable Distribution to remove basis from an IRA. A third...
Listen NowIRA Concerns and Questions
February 18, 2017
During the first half of the show, Jim and Chris answer questions from listeners regarding IRAs. If you convert from a traditional IRA to a Roth IRA, when do the 5 year rules apply? Should you be concerned with market timing when you convert to a Roth IRA? And, if you contributed to a Roth IRA last year and now your tax software is saying you contributed too much, what’s the best way to...
Listen NowTax Question and What To Do With RMDs
February 11, 2017
Jim, Chris and Justin Fundalinski answer a question from a listener who received a Schedule K-1 form after a deceased relative’s estate was already settled and wasn’t sure how to proceed. They also answered a question from a listener in New Jersey. This listener has a high income and over $2 million in IRA assets and wanted to know if Jim and Chris have any suggestions to reduce his...
Listen Now12 Reasons You’ll Go Broke In Retirement
February 4, 2017
Retirement has less to do with the amount of money you’ve saved and more to do with the amount you have to spend. Jim and Chris discuss a Kiplinger’s Personal Finance article that looks at twelve ways you could potentially go broke in retirement and what to do about them....
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