Edu: Excess IRA Contributions, Part 2 (How to Fix)
May 15, 2019
In the last Edu episode, Jim and Chris went into some ways people mistakenly contribute too much to an IRA. This week Jim is back from the Ed Slott conference and he and Chris are excited to talk about how to fix those excess IRA contributions. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E18.mp3 Podcast: Play in new window |...
Listen NowQ&A: All Things Social Security
May 11, 2019
On this episode, Chris addresses four questions listeners submitted about Social Security. He begins by addressing a Californian listener’s question about creating an online Social Security Account. A second listener from California wondered about retroactive Social Security benefits, a third question was from an Ohio listener and related to WEP. Finally, Chris answers a question from a...
Listen NowQ&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more
April 27, 2019
Jim and Chris address numerous topics on this weeks Q&A show. Questions come from multiple States and span topics such as Net Unrealized Appreciation (NUA) when someone retires younger than 59 1/2, how to use Life Insurance to supplement a pension, Medicare and travel, canceling a Social Security application, and your first year Required Minimum Distribution (RMD)....
Listen NowQ&A: QLAC, Earnings Test, and 60-Day Rollover for Roth Conversion
January 19, 2019
Jim and Chris answer three listeners’ questions. Topics discussed include how business income is affected by the Social Security earnings test, QLAC, and using the 60-day rollover as a Roth conversion strategy. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E02.mp3 Podcast: Play in new window | Download (Duration: 1:27:35...
Listen NowEDU: Philosophy of the Bucketing Strategy
January 16, 2019
Previously when discussing “Bucketing,” Jim and Chris have primarily focused on the “how”. On this podcast, they focus on the “why” and explain the philosophy and justification for the bucketing strategy. The guys also discuss a recent academic study from Barcelona, Spain that questions the viability of bucketing as a retirement planning strategy and explain...
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