Jim & Chris’s Retirement Planning Approach and Process Part 1: EDU #2003
January 22, 2020
This is the first of several shows describing Jim & Chris’s retirement planning approach and process. On this episode they talk about their backgrounds and how they got into retirement planning, as well as the key events in their lives that lead them to the philosophy behind their approach....
Listen NowSocial Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003
January 18, 2020
Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more! (2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits. (14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension. (33:20) A listener...
Listen NowAlternatives to the Stretch IRA: EDU #2002
January 15, 2020
Today Jim and Chris discuss the “work-arounds,” or alternatives to the Stretch IRA. In past shows they’ve talked about the death of the Stretch IRA, and in particular with this episode they’ll dive into the new beneficiary category: the eligible designated beneficiary....
Listen NowThe 10-Year Mark, QCDs, Excess RMDs, 60-Day Rollovers, and Tax Deferred Accounts: Q&A #2002
January 11, 2020
Our “Roaring 20’s” are in full swing now and Jim & Chris take on 5 new Q&A topics about the 10-year mark, QCDs, excess RMDs, and more! (5:15) A Californian asks about divorcing at the 10-year mark if you’ve only lived as married for 2 years. (10:00) Another listener wants to confirm if QCDs would still apply to a person who reached 70 ½ but who was not taking RMDs...
Listen NowThe SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001
January 8, 2020
Jim and Chris welcome the New Year (already a week in!) with a second part to their SECURE Act topic: in particular, how the SECURE Act impacts existing trusts that have been named beneficiaries to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E47.mp3 Podcast: Play in new window | Download (Duration: 1:10:10 —...
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