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 These recorded broadcasts may contain outdated or obsolete information.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 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: QLAC, Earnings Test, and 60-Day Rollover for Roth Conversion
January 19, 2019
Jim and Chris answer three listeners’ questions. Topics discussed include how business income is affected by the Social Security earnings test, QLAC, and using the 60-day rollover as a Roth conversion strategy. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E02.mp3 Podcast: Play in new window | Download (Duration: 1:27:35...
Listen NowEDU: Philosophy of the Bucketing Strategy
January 16, 2019
Previously when discussing “Bucketing,” Jim and Chris have primarily focused on the “how”. On this podcast, they focus on the “why” and explain the philosophy and justification for the bucketing strategy. The guys also discuss a recent academic study from Barcelona, Spain that questions the viability of bucketing as a retirement planning strategy and explain...
Listen NowQ&A: Beneficiaries, Medicare Premium Surcharges, SS Benefits, Roth Conversion
January 12, 2019
Jim and Chris answer four more listener questions on this edition of the Retirement and IRA Show – Q&A: They answer a Californian listener’s question about stretch IRA accounts and what happens when the beneficiary dies. They discuss naming a trust as the beneficiary of a life insurance policy for a listener from Virginia. They also answer an Illinois resident’s question...
Listen NowEDU: Funding HSAs with IRAs
January 9, 2019
Jim and Chris discuss how to take advantage of a one-time lifetime election funding your Health Savings Account (HSA) from an IRA. They point out some tips and warnings about this process. This may be a particularly useful topic for listeners trying to get an HSA started. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E01.mp3...
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