Q&A: Disability Benefits, Spousal Benefits,Taxes in Retirement
March 9, 2019
Is there a way to avoid paying taxes in retirement? Jim and Chris answer a couple of questions from listeners looking to minimize their taxes in retirement, as well as a California listener’s question about their Disability Benefits and an Ohio listener’s question about Spousal Benefits. ...
Listen NowEdu: Safe Withdrawal Rate
March 6, 2019
Is there really such a thing as a safe withdrawal rate? Prompted by an Arizona listener’s question, this week Jim and Chris take a closer look at the Safe Withdrawal Rate strategy for retirement planning. Join them as they go into what it is, how it’s calculated, and (more importantly) the pros and cons of the method....
Listen NowQ&A: Roth DIA, Roth Conversions, and More SS Benefits
March 2, 2019
Does a Deferred-Income Annuity (DIA) held in a Roth accomplish the same thing as a QLAC? Join Jim and Chris as they answer listener questions, including this one from Indiana. More questions addressed this week include Roth Conversion concerns from a New York listener and a couple Social Security Benefits queries from Arizona and Tennessee listeners....
Listen NowEdu: 60-day Rollovers
February 27, 2019
Jim and Chris go into the nitty-gritty details of 60-day Rollovers. They discuss the do’s, the don’ts, and the penalties if you do a don’t. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E07.mp3 Podcast: Play in new window | Download (Duration: 57:13 — 26.2MB) Subscribe:...
Listen NowQ&A: Social Security Benefits, Rule of 55
February 23, 2019
This week Jim and Chris answer questions from listeners in California and New Jersey about Social Security Benefits; including their effect on Health Savings Account (HSA) contributions, IRMAA adjustments, and whether the government shut down has affected benefit statements. Also, a Wisconsin listener asks how/if the Rule of 55 applies to a Roth 401k....
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