Summer Holiday
July 10, 2019
Thanks for checking in with us this week! We took some time off last week for the Independence Day holiday and don’t have new content for you this time around. Check back next week for a new Retirement and IRA Show EDU!
Listen NowSocial Security Benefits Timing, Filing Retroactively – Q&A #1926
July 6, 2019
With Jim out of the office, Chris catches up on Social Security questions, including three on aspects of Social Security Benefits timing and one from an Alaska listener considering filing retroactively. (3:32) A South Dakotan is having difficulty accessing their Social Security account and wondering how long it will take to get their first benefit check. (8:15) An Alaska listener is considering...
Listen NowWhat is Benchmarking? – Edu #1925
July 3, 2019
Scott Roark; PhD, Investment Specialist and CSU Finance Professor, joins Jim and Chris to take a close look at what Benchmarking is and why it’s important. The guys also discuss some of the reasons investment firms and advisers may not benchmark. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E25.mp3 Podcast: Play in new...
Listen NowSelf-Directed IRA, WEP and SS, Bucketing – QA #1925
June 29, 2019
Welcome to another week of Q&As! This week Jim and Chris respond to a listener from Hawaii wonder what a Self-Directed IRA (or 401k) is and if there are any benefits over a Custodial IRA. Then they review how WEP can impact Social Security Benefit calculations for a Virginia listener, and give advice to a young Financial Planner that is new to the industry and unsure what to do when a client...
Listen NowEdu #1923: Taxation of Social Security Benefits
June 19, 2019
With Jim away at the AICPA conference, Chris and Jo take a look at the conditions that can trigger the taxation of Social Security Benefits. They discuss how the rules have changed over time and what it could mean for you. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E23.mp3 Podcast: Play in new window | Download (Duration:...
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