Everything Long Term Care (LTC) Insurance: Q&A #2105
January 30, 2021

Chris sits down with in-house LTC specialist, Greg Darden to discuss listeners’ questions relating to everything long term care. (3:30) George from California asks about the inflation rate behind long term care and general medical care. (14:25) A Californian listener asks for advice regarding the best way to begin researching and looking into the different LTC policies. (26:00) A listener...
Listen NowRetiring With Modest Savings: EDU #2104
January 27, 2021

Jim and Chris discuss a couple older emails from listeners’ surrounding the topic of retiring with a modest amount of savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E04.mp3 Podcast: Play in new window | Download (Duration: 1:15:41 — 34.6MB) Subscribe:...
Listen NowLong Term Care: Q&A #2104
January 23, 2021

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden to discuss the details of long term care and aging assistance. (Intro) Jim, Chris, and Greg discuss and address listeners’ comments relating to long term care insurance. (32:45) A Coloradoan asks for clarification on a long term care partnership policy. (44:20) A listener shares her own long term care story...
Listen NowIRAs and Related Tax Forms: EDU #2103
January 20, 2021

Jim and Chris sit down to discuss the timely topic of tax forms relating to IRAs as well as other retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E03.mp3 Podcast: Play in new window | Download (Duration: 54:54 — 25.1MB) Subscribe:...
Listen NowPensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
January 16, 2021

Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...
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