Self-Directed IRA, WEP and SS, Bucketing – QA #1925
June 29, 2019
Welcome to another week of Q&As! This week Jim and Chris respond to a listener from Hawaii wonder what a Self-Directed IRA (or 401k) is and if there are any benefits over a Custodial IRA. Then they review how WEP can impact Social Security Benefit calculations for a Virginia listener, and give advice to a young Financial Planner that is new to the industry and unsure what to do when a client...
Listen NowEdu #1924: Backdoor Roth Contributions and The 4% Rule
June 26, 2019
On this edition of the Retirement and IRA Show EDU, Jim discusses his thoughts about the AICPA Conference he recently attended. He and Chris discuss the 4% Rule, as well as Backdoor Roth Contributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E24.mp3 Podcast: Play in new window | Download (Duration: 56:54 — 26.1MB)...
Listen NowQ&A #1924: Social Security Benefits and Retroactive Payments
June 22, 2019
Chris covers multiple Social Security questions while Jim is out of town. Questions regarding Social Security Disability benefits converting to Full Retirement Benefits, what happens to one’s benefits when moving to a new State, claiming Social Security benefits while still working, and retroactive payments are covered....
Listen NowEdu #1923: Taxation of Social Security Benefits
June 19, 2019
With Jim away at the AICPA conference, Chris and Jo take a look at the conditions that can trigger the taxation of Social Security Benefits. They discuss how the rules have changed over time and what it could mean for you. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E23.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowQ&A #1923: Funding a Special Needs Trust, Cost Averaging
June 15, 2019
This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E23.mp3 Podcast: Play in new window | Download...
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