Missed 60-Day Rollover Deadline: EDU #1939
October 30, 2019
What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E39.mp3 Podcast: Play in new window | Download (Duration: 43:45 — 20.0MB) Subscribe:...
Listen NowInvesting in Oil, Living on Basis, Filing Retroactively: Q&A #1941
October 26, 2019
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode. 16:15 Jim expands on...
Listen NowIs AUM Better for the Client?: EDU #1938
October 23, 2019
Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely express....
Listen NowRoth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940
October 19, 2019
Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund. 14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed. 25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefits, taking into account minor child benefits...
Listen NowTSP vs 401k : EDU #1937
October 16, 2019
Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe:...
Listen Now
