Tax Changes for 2016
January 2, 2016
Chris and Peter discuss some of the tax changes and extensions for 2016 including the Protecting Americans From Tax Hikes Act of 2015, tax-free distributions from IRAs for charitable donations, SIMPLE IRA rollovers and a few others. They also discuss some estate planning concerns from listeners including things to consider if your original estate plan was drawn up in another state, transferring...
Listen NowSilver In A Roth IRA
December 19, 2015
Jim, Chris and Peter answer an email question from a listener regarding silver coins being held in a Roth IRA. Since the coins have lost value since the original investment, the listener wants to know if he can remove the coins from the Roth without any penalty since the listener isn’t yet 59 1/2. Jim, Chris and Peter also answer a caller’s question asking the difference between PERA...
Listen NowPros and Cons of the MyRA
December 12, 2015
Jim, Chris and Peter discuss the pros and cons of MyRA accounts: who could benefit from them and what are their limitations. They also discuss charitable giving options and associated tax impliactions. And… considering it is Frank Sinatra’s 100th birthday, they feature some Fun Frank Facts throughout the show....
Listen NowMultiple Retirement Planning Topics
December 5, 2015
This week, Jim, Chris and Peter had a number of listeners call and email questions on multiple retirement planning topics including: how do the new Social Security rules work regarding the File-and-Suspend strategy? How could a 78 year old widow invest a few thousand dollars? What’s up with the MyRA accounts? How difficult are Roth recharacterizations? And how does the Windfall Elimination...
Listen NowPowers of Attorney
November 28, 2015
As was mentioned a couple of weeks ago, Powers of Attorney can be tricky things. Jim, Chris and Peter discuss issues with Powers of Attorney regarding retirement accounts and beneficiary changes. They also answer a listener’s question regarding Powers of Attorney and real estate....
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