Edu: Naming a Trust as a Beneficiary
January 30, 2019
Do you have a trust named as a beneficiary, or are considering it? Tune in to Jim and Chris as they cover the naming of a trust as a beneficiary on an IRA, including pros and cons and how to prevent common mistakes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E04.mp3 Podcast: Play in new window | Download (Duration: 1:05:45...
Listen NowQ&A: Roth 401k, POD Bank Account, HSA, Annuities
January 26, 2019
This week Jim and Chris answer a follow-up question on using a Roth IRA vs a Roth 401k. An Illinois listener wonders if HSA contributions are part the maximum compensation deferral limit. Another listener writes in about using a payable on death (POD) designation on a bank account in order to avoid it going into probate. Jim and Chris also get a live caller from New Jersey with a question about...
Listen NowEdu: Required Minimum Distributions
January 23, 2019
Join Jim and Chris as they explain the nuances of Required Minimum Distributions (RMDs), or as they prefer to call them – Required Income Distributions. They look at important details you should know about RMDs, including what to do if you miss one. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E03.mp3 Podcast: Play in new...
Listen NowQ&A: QLAC, Earnings Test, and 60-Day Rollover for Roth Conversion
January 19, 2019
Jim and Chris answer three listeners’ questions. Topics discussed include how business income is affected by the Social Security earnings test, QLAC, and using the 60-day rollover as a Roth conversion strategy. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E02.mp3 Podcast: Play in new window | Download (Duration: 1:27:35...
Listen NowEDU: Philosophy of the Bucketing Strategy
January 16, 2019
Previously when discussing “Bucketing,” Jim and Chris have primarily focused on the “how”. On this podcast, they focus on the “why” and explain the philosophy and justification for the bucketing strategy. The guys also discuss a recent academic study from Barcelona, Spain that questions the viability of bucketing as a retirement planning strategy and explain...
Listen Now
