20 IRA Mistakes to Avoid
April 16, 2016
How much do you really know about IRAs? Jim and Chris discuss a Morningstar article that lists 20 IRA mistakes to avoid. They also talk about 457b accounts and answer a listener’s question involving Roth IRA disallowed contributions & earnings limits. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-04-16-16.mp3 Podcast: Play in...
Listen NowSocial Security Widow’s Benefit
April 9, 2016
Jim Chris and Peter answer listener’s questions including: How can you best transition from receiving a Social Security widow’s benefit to one’s own retirement benefit? How do the new changes in Social Security affect survivor’s benefits? And what needs to be in place for an estate to take an income tax deduction for a substantial charitable gift left in a will?...
Listen NowWhat’s a QLAC?
April 2, 2016
Have you heard of a QLAC, Qualified Longevity Annuity Contract? Jim, Chris and Peter discuss what QLACs are, how they work and how they could benefit you. And, while Jim is at a dentist appointment, Chris and Peter answer some email questions from listeners. What kinds of Social Security claiming strategies are open to couples when there is a large age split between the spouses? What happens to...
Listen NowReliability of Online Retirement Calculators
March 26, 2016
Have you seen those online retirement calculators? You’ll want to listen to this show before you try one out for yourself. Jim and Chris discuss the results of a Texas Tech/Utah Vally University study regarding just how accurate those calculators are. Also, how good are we with making financial decisions as we get older? During the second half of the show Jim and Chris talk about a joint...
Listen NowUnified Transfer to Minors Act
March 19, 2016
Do you know what an UTMA account is? Jim, Chris and Peter discuss Unified Transfer to Minors Act accounts including: what is an UTMA? What are the rules regarding these accounts? How can you best use an UTMA account and what are their limitations? They also talk about when you’ll receive a 1099 for tax purposes when you transfer money in and out of retirement accounts....
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