Investment Advisor Fee Pitfalls
June 10, 2017
Jim and Justin discuss the new Department of Labor fiduciary rule and the pitfalls it can create when paying for financial planning fees from an IRA. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-10-2017.mp3 Podcast: Play in new window | Download (Duration: 1:46:07 — 48.6MB) Subscribe:...
Listen NowIRA Conversions and Ed Slott Updates
June 3, 2017
Jim and Chris received an email question from a listener regarding IRA conversions. The listener has after-tax contributions in a Traditional IRA. The listener would like to know how to convert that money to a Roth IRA without triggering a tax event. Jim also recently attended the Ed Slott training conference in Kansas City. He gives listeners an update on what he learned....
Listen NowMemorial Day Weekend
May 27, 2017
We’re taking the weekend off for Memorial Day so there’s no new show this week. We’ll be back on June 3.
Listen NowSingle Premium Immediate Annuities (part 2)
May 20, 2017
As a continuation of their earlier discussion of Single Premium Immediate Annuities, Jim and Chris discuss taxation of annuities with Justin Fundalinski. Jim and Chris also discuss riders to annuities, mortality credits and other key terms to consider when purchasing an annuity....
Listen NowSingle Premium Immediate Annuities (part 1)
May 13, 2017
Jim and Chris received a number of questions regarding Single Premium Immediate Annuities (SPIAs), but what exactly is a SPIA, who can best make use of them, and when should you purchase one? http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-03-2017a.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe:...
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