Q&A: Living Trust as Beneficiary and Bucketing
February 2, 2019
Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window |...
Listen NowEdu: Naming a Trust as a Beneficiary
January 30, 2019
Do you have a trust named as a beneficiary, or are considering it? Tune in to Jim and Chris as they cover the naming of a trust as a beneficiary on an IRA, including pros and cons and how to prevent common mistakes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E04.mp3 Podcast: Play in new window | Download (Duration: 1:05:45...
Listen NowQ&A: Roth 401k, POD Bank Account, HSA, Annuities
January 26, 2019
This week Jim and Chris answer a follow-up question on using a Roth IRA vs a Roth 401k. An Illinois listener wonders if HSA contributions are part the maximum compensation deferral limit. Another listener writes in about using a payable on death (POD) designation on a bank account in order to avoid it going into probate. Jim and Chris also get a live caller from New Jersey with a question about...
Listen NowEdu: Required Minimum Distributions
January 23, 2019
Join Jim and Chris as they explain the nuances of Required Minimum Distributions (RMDs), or as they prefer to call them – Required Income Distributions. They look at important details you should know about RMDs, including what to do if you miss one. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E03.mp3 Podcast: Play in new...
Listen NowQ&A: Catch-up Contributions, Spousal Benefits, Dignity Floor, Short-term Insurance
January 5, 2019
Jim and Chris answer listeners’ questions on multiple topics during this podcast. Are $6000 personal catch-up contributions included in the $56K workplace contribution maximum? A listener in Virginia has a question regarding spousal Social security benefits. Can his spouse collect these SS benefits if she is caring for a granddaughter full time? A third listener wants to know how best to...
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