Timing Social Security Spousal Benefits
September 23, 2017
A listener from Pennsylvania emailed Jim and Chris with a question on the timing of claiming Social Security spousal benefits. A listener from Long Island, NY emailed a question regarding 401(k) investment allocations. And… during the last part of the show, Jim and Chris explain the Required Minimum Distribution rules of inherited IRA accounts....
Listen Now401(k) – Roth or Regular?
September 16, 2017
If you already have money in a regular 401(k), does it make sense to open up a Roth 401(k) as well? Jim and Chris answer this question for a listener from Kansas. They also address another question regarding withdrawl rates from retirement accounts. Later in the show, Jim and Chris bring Justin in to the studio to discuss the two main ways to title a joint property – Joint With Rights of...
Listen NowQ&A On IRAs and Social Security
September 9, 2017
Jim, Chris and Justin answer questions from listeners all over the US. A listener from Utah in his 50s wanted to know if he and his wife should continue contributing to thier pre-tax retirement accounts or if they would be better off converting to a Roth account. A listener from TN asked a question regarding Social Security spousal benefits and the 8% delayed retirement credit. A question on...
Listen NowThe Insurance Show
September 2, 2017
Jim and Chris answer two emails from listeners regarding insurance. The first email was from a listener who wondered if it was necessary to purchase catastrophe insurance for events typically not covered by a traditional homeowner’s policy (like earthquakes) once you build significant equity in your home. The second email was from a listener who wanted an opinion on life insurance and his...
Listen NowBiggest Mistakes With Inherited IRAs
August 26, 2017
The rules for inherited IRAs make the rules for normal IRAs look easy. Jim and Chris discuss some of the biggest mistakes people make with inherited IRAs. They also answer a question from a listener regarding a 401(k) rollover. The listener thought the 401(k) was closed, and then was issued a check from the custodian. The listener wanted to know what to do to avoid fees and penalites....
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