A Word About Fees
January 21, 2017
A listener from California wanted to know if the 1% fee he was paying a financial professional to manage his $1 million+ portfolio was reasonable. Jim and Chris answer his quesion and discuss what to look for when evaluating fees. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-01-21-2017.mp3 Podcast: Play in new window | Download...
Listen Now401(k) to Roth IRA
January 14, 2017
If you have pre and post tax money in a 401(k), can you roll just the post tax money over into a Roth IRA and leave the pre tax money in the 401(k)? Jim and Chris answer this question from a listener in New Jersey and also discuss the Ordering Rules for how money comes out of a 401(k). They also answer a Kentucky listener’s question regarding what to do with an older 401(k) when you move...
Listen NowEstate Planning
January 7, 2017
Jim, Chris and Peter Scott answer a very involved and detailed question from a listener in Texas regarding estate planning. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-01-07-17.mp3 Podcast: Play in new window | Download (Duration: 1:43:06 — 47.2MB) Subscribe:...
Listen NowHappy New Year!
December 31, 2016
We apologize, but because of the holiday we don’t have a new show for you today. We hope your 2016 holiday season was merry and bright and filled with family and friends! We’ll be back next week with a new show. Happy New Year!
Listen NowBeneficiary Designations
December 24, 2016
Have you taken a look lately at how beneficiaries are designated on your retirement accounts? Sometimes the paperwork can be confusing. Jim and Chris answer questions regarding these beneficiary designations. They also answer a question regarding removing money from a 401 (k). What funds come out first: contributions, matching funds or gross?...
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