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 These recorded broadcasts may contain outdated or obsolete information.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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Q&A: Roth Conversion, MAGI, and Calculated Earnings Errors
December 8, 2018
The November 21st Edu podcast about using a 60-day Rollover on a Roth Conversion elicited a lot of listener questions. Jim and Chris spend time answering those plus a question from a Florida listener on calculating MAGI to determine if a retiree will have have to pay the Medicare Premium Surcharge. Chris also answers a Georgia listeners question about what to do if you feel that the Social...
Listen NowEdu: Spousal Inherited IRAs
December 5, 2018
While the rules are very complicated for all Inherited IRAs, they are even more complicated for Spousal Inherited IRAs. This is because they get special treatment, so have special rules. Jim and Chris explore in detail the difference between non-spousal and spousal Inherited IRAs this week....
Listen NowQ&A: IRA Legal Protections, Estate Planning, and Life Insurance
December 1, 2018
Jim and Chris welcome two special guests to help answer questions about Estate Planning, IRA Legal Protections, and Life Insurance. Life Insurance professional, Sean McKinnon, weighs in on a question about Universal Life Insurance. Estate Planning Attorney, Peter Scott, returns to the show to tackle three listener questions. An interesting question is posed by a Georgia listener: If an IRA is...
Listen NowEdu: Qualified Charitable Distributions
November 28, 2018
A California listener’s email got Jim thinking about how Qualified Charitable Distributions (QCDs) can be used to lower the tax burden of some retirees. So, tune in as the guys take an in-depth look at QCDs this week. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E10.mp3 Podcast: Play in new window | Download () Subscribe:...
Listen NowQ&A: Blended Funds, WEP, Delaying Social Security
November 24, 2018
A listener from Vermont wonders how and if blended funds could fit into his retirement portfolio. Jim and Chris also tackle more Social Security questions; including helping a listener from Georgia get some clarification on the Social Security Windfall Elimination Provision (WEP), doing some math for another Georgia listener pondering delaying Social Security benefits, and more. ...
Listen NowEdu: Getting More Time for a Roth Conversion
November 21, 2018
With recent changes to tax laws, it may be beneficial to get more time to do a Roth Conversion. An unfortunate byproduct of the 2018 tax law change is the inability to do a Roth Recharacterization. This means that a Roth Conversion is final and you must pay all taxes due. However, it can be difficult to know what your tax situation is, in December, when you need to decide on your conversion...
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