Q&A: Avoiding the Roth 5 Year Rule
April 11, 2019
When you rollover your Roth 401k into a Roth IRA is there a way of avoiding the Roth 5 Year Rule? Jim and Chris answer that question from North Carolina listener who currently has a Roth 401k and no Roth IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E14.mp3 Podcast: Play in new window | Download (Duration: 30:22 —...
Listen NowEdu: Roth Conversion Cons
April 10, 2019
Wondering if you should do a Roth Conversion? In past episodes Jim and Chris have looked at the pros, this week they look into the possible cons of doing a Roth Conversion. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E13.mp3 Podcast: Play in new window | Download (Duration: 1:04:31 — 29.5MB) Subscribe:...
Listen NowQ&A: Roth Beneficiaries, SS Benefits, and Cost Basis
April 6, 2019
Another week and another round of great listener questions! Jim and Chris address an Indiana listener’s question about using a Trust as a Roth IRA Beneficiary and another listener’s question about the cost basis and capital gains on a stock sale. The guys also answer several listener questions about Social Security Benefits, including a live caller’s, from New Hampshire, on...
Listen NowEdu: Trusts and Naming IRA Beneficiaries (Part 4)
April 3, 2019
Peter Scott, Estate Planning Attorney, joins Jim and Chris to further discuss the issues to consider when naming a Trust as an IRA Beneficiaries. This time they explore the operational aspects of Trusts and IRA beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E12.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowQ&A: HSAs and SS Survivor Benefits
March 30, 2019
Join Jim and Chris this week as they answer several listener questions regarding HSAs, including utilizing the one-time QHFD. In addition, they answer a listener question on collecting Social Security Survivor Benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E12.mp3 Podcast: Play in new window | Download (Duration: 57:38...
Listen Now
