Edu: Minimum Dignity Floor and Bucket Planning
March 27, 2019
What is the minimum dignity floor and how does it work with the bucketing strategy for retirement planning? What are the factors to consider when planning for your Minimum Dignity Floor and how to cover it? A New Jersey listener’s question prompts Jim and Chris to delve into the details of both what they call the “minimum dignity floor” and bucketing. If you’re still...
Listen NowQ&A: Retirement Readiness and Minimizing Taxes
March 23, 2019
Whether you’re 35 or 55 you’re probably thinking about your retirement readiness. Who hasn’t asked “Can I retire yet?” at some point? This week Jim and Chris answer that very question from a Minnesota listener. Jo Madonna, an Enrolled Agent, also joins the guys again to answer more listener questions about minimizing taxes....
Listen NowEdu: Trusts as IRA Beneficiaries, Part 3
March 20, 2019
This week Estate Planning Attorney, Peter Scott, rejoins Jim and Chris to further discuss the issues with using a Trust as a beneficiary of an IRA. The guys also delve into their favorite alternatives to simply using a Trust as your beneficiary. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E10.mp3 Podcast: Play in new window |...
Listen NowQ&A: Preparing for Retirement and Roth Withdrawals
March 16, 2019
What would Jim and Chris do with their last few years of free cash flow to prepare for retirement? Listen in as they answer that question for a Virginia listener as well as a question from a Montana listener about Roth withdrawal rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E10.mp3 Podcast: Play in new window | Download ()...
Listen NowEdu: Trusts as IRA Beneficiaries, Part 2
March 13, 2019
When Jim and Chris discussed using a Trust as an IRA Beneficiary it resulted in a lot of questions (and even some consternation), so they’ve decided to dig even deeper. Tune in to find out more about what makes IRAs different, causing the guys to feel that Trusts and IRAs “go together like oil and water”....
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