Our Past Shows
Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.
Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).
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Edu: Social Security PIA Calculations
April 24, 2019
Are you confused about what the Social Security Primary Insurance Amount (PIA) is and how it’s calculated? Well, you are not alone! This week Jim and Chris, inspired by listener emails, take a closer look at PIA calculations. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E15.mp3 Podcast: Play in new window | Download...
Listen NowQ&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries
April 20, 2019
Wondering in what ways a Roth 403b rules differ from a Roth IRA and how that might affect your retirement plans? Jim and Chris answer a question about early Roth 403b withdrawals from a Washington listener. The guys also tackle a couple more Trust questions from Texas listeners- one regarding using a Trust as a 401k Beneficiary and one about assessing whether potential beneficiaries need the...
Listen NowEdu: Inherited IRA 5 Year Rule
April 17, 2019
What is the Inherited IRA 5 Year Rule and how do you help your beneficiaries avoid it? Jim and Chris have spent some time explaining why they don’t recommend naming a Trust as a beneficiary of an IRA. Now they delve into why they don’t recommend naming your estate as a beneficiary. ...
Listen NowQ&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...
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