Your Tax Questions Answered: EDU #2113
March 31, 2021

Chris sits down with special guest and CPA, Bob Palechek to discuss a couple general tax questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E13.mp3 Podcast: Play in new window | Download (Duration: 52:00 — 23.8MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, and LTC: Q&A #2113
March 27, 2021

Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social...
Listen NowBiden Administration’s Tax Proposal Discussion: EDU #2112
March 24, 2021

Jim and Chris sit down to discuss and provide details about the twelve potential tax changes within the Biden administrations tax proposal. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E12.mp3 Podcast: Play in new window | Download (Duration: 1:15:26 — 34.5MB) Subscribe:...
Listen NowSocial Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
March 20, 2021

Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) George from California wanted clarification on a...
Listen NowSuccessor Beneficiaries For IRAs: EDU #2111
March 17, 2021

Jim and Chris sit down to discuss successor beneficiaries for IRAs and the complex details surrounding them. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E11.mp3 Podcast: Play in new window | Download (Duration: 53:46 — 24.6MB) Subscribe:...
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