Three Types Of Beneficiaries: EDU #2132
August 11, 2021
Jim and Chris sit down to revisit the three types of beneficiaries for IRA/retirement accounts after the passage of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E32.mp3 Podcast: Play in new window | Download (Duration: 43:49 — 20.1MB) Subscribe:...
Listen NowSocial Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132
August 7, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gift tax, and investing life insurance proceeds for children. (3:45) Chris addresses a thought from a listener wondering about a response to one of last weeks Social Security questions. (12:15) A Maryland listener looks for clarification on a Social Security question that was answered on a previous show. (21:15)...
Listen NowConflicting Financial Advice: EDU #2131
August 4, 2021
Jim and Chris sit down to discuss a listeners email concerning the topic of conflicting advice in the financial planning world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E31.mp3 Podcast: Play in new window | Download (Duration: 1:18:53 — 36.1MB) Subscribe:...
Listen NowSocial Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131
July 31, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s. (4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit. (12:15) A Floridian asks about the idea of claiming Social Security early to collect a...
Listen NowTax Impacts Of Investing In Real Estate: EDU #2130
July 28, 2021
Chris and Bob sit down to discuss the three phases of investing in real estate and the potential tax impacts of owning real estate as an investment. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E30.mp3 Podcast: Play in new window | Download (Duration: 1:01:21 — 28.1MB) Subscribe:...
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