Edu: 60-day Rollovers
February 27, 2019
Jim and Chris go into the nitty-gritty details of 60-day Rollovers. They discuss the do’s, the don’ts, and the penalties if you do a don’t. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E07.mp3 Podcast: Play in new window | Download (Duration: 57:13 — 26.2MB) Subscribe:...
Listen NowQ&A: Social Security Benefits, Rule of 55
February 23, 2019
This week Jim and Chris answer questions from listeners in California and New Jersey about Social Security Benefits; including their effect on Health Savings Account (HSA) contributions, IRMAA adjustments, and whether the government shut down has affected benefit statements. Also, a Wisconsin listener asks how/if the Rule of 55 applies to a Roth 401k....
Listen NowEdu: Prohibited IRA Transactions
February 20, 2019
This week Jim and Chris delve into transactions that are prohibited within an IRA, with an emphasis on rules around holding real estate in the IRA. If you need more information about what things to avoid doing (who doesn’t?) and what the consequences and penalties of mistakes may be, tune in!...
Listen NowQ&A: Roth TSP and Fixed Annuities
February 16, 2019
Listen in as Jim and Chris respond to a listener’s email where they ask if they should continue to max out their Roth TSP and whether to convert money from their non-deductable IRA. Another listener looks for clarification on his Fixed Annuities’ commencement dates....
Listen NowEdu: Taking a Week Off
February 13, 2019
Chris is attending a Financial Planning conference so there will not be an Edu edition of The Retirement and IRA Show this week. Rest assured Jim and Chris will be back next week for a new Edu edition!
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