IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932
August 24, 2019
Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs. 5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs, do partial Roth conversions, and whether you can do more than one 401k rollover per year. 19:39 A listener is considering moving to Colorado and wants to know if their state pension...
Listen NowIndemnity vs Reimbursement Long-Term Care Insurance – Edu #1931
August 21, 2019
What’s Indemnity vs Reimbursement Long-term Care Insurance and what other important factors should you consider when shopping for a policy? Jim and Chris answer these questions in this week’s EDU edition of the show. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E31.mp3 Podcast: Play in new window | Download...
Listen NowRetirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931
August 17, 2019
Join us for another week of retirement planning related questions answered by Jim and Chris. Topics include things to consider with retirement planning when there is a large age gap within a marriage, Inherited IRA RMDs, and the ‘Minimum Dignity Floor’ 10:51 A live caller from Virginia asks about things to consider with retirement planning with a “May/December...
Listen NowRetirement Spending Strategy – EDU #1930
August 14, 2019
Jim and Chris address some constructive criticism from a long-time listener and take a detailed look at their “no-go, slow-go, go-go” retirement spending strategy. First they discuss their stance on mental decline with age and how that affects their planning methods. Then Jim and Chris turn to why they encourage people to spend more during their “go-go” years. ...
Listen NowHow to Split an IRA – EDU #1929
August 7, 2019
REPLAY: With Jim out of the office, we are replaying a helpful episode from last year on how to split an IRA after a divorce. Jim and Chris will be back next week with an all-new Edu edition! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...
Listen Now
