Questions about the CARES Act: Q&A #2015
April 11, 2020
Jim and Chris address three very specific questions on the recently passed CARES Act and how it relates to IRAs, Required Minimum Distributions, and Coronavirus Related Distributions from retirement accounts. (32:35) A Virginian asks if the CARES Act could enable his wife to strategize Roth conversions with her TSP. (44:00) Another question from that same Virginian: will his mother be required...
Listen NowBenefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014
April 8, 2020
When life’s storms come up unexpectedly (such as the current coronavirus pandemic), what are the benefits of proper asset positioning? If you’re at or near retirement, how can properly positioning your assets help your emotional reaction during market turmoil? Jim continues to practice social distancing while he and Chris discuss this topic brought to us by a listener’s...
Listen NowRolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014
April 4, 2020
Jim calls into the studio today as he and Chris answer listener’s questions about rolling over a TSP into a Roth IRA, retirement spending trends, Roth conversions, and more. (11:55) A listener asks about rolling over tax exempt (combat zone earned) funds from a TSP to a Roth. (41:40) A Floridian wonders what is Jim and Chris’s experience with clients’ spending trends. (50:40) A...
Listen NowIndexed Universal Life Insurance as a Retirement Strategy: EDU #2013
April 1, 2020
Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy. Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...
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