Biggest Mistakes With Inherited IRAs
August 26, 2017
The rules for inherited IRAs make the rules for normal IRAs look easy. Jim and Chris discuss some of the biggest mistakes people make with inherited IRAs. They also answer a question from a listener regarding a 401(k) rollover. The listener thought the 401(k) was closed, and then was issued a check from the custodian. The listener wanted to know what to do to avoid fees and penalites....
Listen NowRisk Levels of Retirement Portfolios
August 19, 2017
Sometimes it’s not so much so much about what type of portfolio is best, but what kind of risk you are willing to take. Jim and Chris answer a question from a listener regarding all-weather portfolios and the things to consider when determining risk capacity. During the second half of the show, Chris and Justin answer another listener who had a broad range of Long Term Care questions....
Listen Now5 Things That Can Drain Your Retirement Savings
August 12, 2017
Outliving your assets is a common concern among retirees. Jim and Chris discuss the top five things that can cause your retirement accounts to run out. Plus, Jim and Chris also host special guest, Barry James, CFA and CEO of James Investment Research. Barry joins the show to give a market commentary including the lack of market breadth in the stock market and the flattening yield curve in the...
Listen NowT Shares and Clean Shares
August 5, 2017
T shares and Clean shares are new classes of mutual fund shares that are being rolled out in response to the Department of Labor’s Fiduciary Rule. Jim and Chris discuss these new types of shares and why they are being rolled out now. They also answer a listener’s question involving when you can take distributions from your IRAs without having to pay the 10% penalty and they look at...
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