Edu: Prohibited IRA Transactions
February 20, 2019
This week Jim and Chris delve into transactions that are prohibited within an IRA, with an emphasis on rules around holding real estate in the IRA. If you need more information about what things to avoid doing (who doesn’t?) and what the consequences and penalties of mistakes may be, tune in!...
Listen NowQ&A: Roth TSP and Fixed Annuities
February 16, 2019
Listen in as Jim and Chris respond to a listener’s email where they ask if they should continue to max out their Roth TSP and whether to convert money from their non-deductable IRA. Another listener looks for clarification on his Fixed Annuities’ commencement dates....
Listen NowEdu: Taking a Week Off
February 13, 2019
Chris is attending a Financial Planning conference so there will not be an Edu edition of The Retirement and IRA Show this week. Rest assured Jim and Chris will be back next week for a new Edu edition!
Listen NowQ&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3
February 9, 2019
Unsure of your options for managing an inheritance? Join Jim and Chris this week as they tackle that question from a Kansas listener. The guys also answer a question from a listener wondering how 401k distributions would be handled if the account was inherited by a non-U.S. citizen, and a question from a Florida listener on spending from “Bucket #3”....
Listen NowEdu: Fixing Excess Roth IRA Contributions
February 6, 2019
One of the biggest errors many investors make is not realizing that their income is too high to contribute to a Roth IRA. This week Jim and Chris explain how to fix excess contributions made to a Roth IRA. Also be sure to tune in through tax season as the guys discuss more tax-related issues in future Wednesday Edu episodes....
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