Q&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3
February 9, 2019
Unsure of your options for managing an inheritance? Join Jim and Chris this week as they tackle that question from a Kansas listener. The guys also answer a question from a listener wondering how 401k distributions would be handled if the account was inherited by a non-U.S. citizen, and a question from a Florida listener on spending from “Bucket #3”....
Listen NowEdu: Fixing Excess Roth IRA Contributions
February 6, 2019
One of the biggest errors many investors make is not realizing that their income is too high to contribute to a Roth IRA. This week Jim and Chris explain how to fix excess contributions made to a Roth IRA. Also be sure to tune in through tax season as the guys discuss more tax-related issues in future Wednesday Edu episodes....
Listen NowQ&A: Living Trust as Beneficiary and Bucketing
February 2, 2019
Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window |...
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