Single 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:...
Listen NowRecap of the Retirement Income Summit
May 6, 2017
Recently, Jim attended the Retirement Income Summit in Chicago. He and Chris dicsuss some of the more interesteing and useful tidbits he learned at the summit. Jim and Chris also debut a new segment of the show called “Advisors Who Have Gotten In Trouble With Regulatory Authorities”. It’s a little unwieldly for a segement title (they’ll come up with a better one soon),...
Listen NowHow Much Do You Know About Income Tax?
April 29, 2017
So just how much do you know about income taxes? As it turns out, most Americans don’t know as much as they should. According to a recent article on MarketWatch, Americans get an “F” when it comes to income tax knowledge. Chris and Justin discuss the Income Tax Quiz in question and go into detail about what you should know....
Listen NowDefusing a Potential Tax Time Bomb
April 22, 2017
Jim and Chris answer a number of listeners’ questions. How do you file your taxes if you were issued an incorrect 1099-R? What’s the best way to set up and contribute to a retirement account when you own multiple businesses? They field an interesting question regarding Social Security survivor benefits involving multiple deceased spouses. And they answer a question from a younger...
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