Missed 60-Day Rollover Deadline: EDU #1939
October 30, 2019
What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E39.mp3 Podcast: Play in new window | Download (Duration: 43:45 — 20.0MB) Subscribe:...
Listen NowWages, Monthly Earnings Test, and First Year Rule – Q&A #1930
August 10, 2019
Join Chris as he tackles a wide array of listener questions solo while Jim is out on a fishing trip; subjects about working after retirement, accessing Social Security accounts online, the earnings test and more. 3:07 An Alabama listener asks about working wages after retirement. 7:44 An Illinois listener asks about the possibility of Social Security benefit changes after a state relocation....
Listen NowPlanning for Long-Term Care, Part 2: EDU #1928
July 31, 2019
Planning for long-term care isn’t over yet! Chris and Jim continue their discussion in this second part of last week’s podcast: planning for long-term care and aging assistance expenses. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E28.mp3 Podcast: Play in new window | Download (Duration: 1:14:34 — 34.1MB)...
Listen NowEdu #1924: Backdoor Roth Contributions and The 4% Rule
June 26, 2019
On this edition of the Retirement and IRA Show EDU, Jim discusses his thoughts about the AICPA Conference he recently attended. He and Chris discuss the 4% Rule, as well as Backdoor Roth Contributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E24.mp3 Podcast: Play in new window | Download (Duration: 56:54 — 26.1MB)...
Listen NowQ&A #1924: Social Security Benefits and Retroactive Payments
June 22, 2019
Chris covers multiple Social Security questions while Jim is out of town. Questions regarding Social Security Disability benefits converting to Full Retirement Benefits, what happens to one’s benefits when moving to a new State, claiming Social Security benefits while still working, and retroactive payments are covered....
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