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 These recorded broadcasts may contain outdated or obsolete information.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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Child-in-Care Benefits
September 1, 2018
If you collect your Social Security benefit at age 62 but still have a minor child at home, does that child qualify for benefits too? Jim and Chris answer a caller’s question regarding Child-in-Care benefits. They also discuss with another caller what the options are for an inherited 401(k). Should it be moved or just left in place? And in response to an email question, Jim and Chris...
Listen NowQLAC vs. 401k
August 25, 2018
Jim and Chris answer a question from a listener who did a backdoor Roth contribution but got caught by the pro rata rule. The listener wanted to know if it was advisable to rollover a Traditional IRA into an existing 401k or a Qualified Longevity Annuity Contract (QLAC). Jim and Chris also speak with Rachel Hanson of Senior Life Solutions regarding finding assistance for seniors. They discuss...
Listen NowMatter of Trusts
August 18, 2018
A caller from Texas asks Jim and Chris about trusts, revocable trusts and wills. They also discuss a couple of Social security questions. Are COLA adjustments for survivor benefits still calculated if the survivor hasn’t filed for Social Security yet? And how is the survivor benefit full retirement age different from the retirement benefit full retirement age?...
Listen NowCapital Gains Tax
August 11, 2018
Not many people are enthusiastic about taxes, but exemptions to those taxes aren’t too bad, as long as you know what the rules are. Chris and Justin discuss the ramifications of the new personal residence capital gains tax exemption. Also, in honor of the school year starting soon, see how well you do on a true/false Social Security quiz....
Listen NowInherited IRAs
August 4, 2018
What kinds of options are there for beneficiaries of inherited IRAs? Jim and Chris chat with a listener from Texas who has multiple questions on this topic. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-08-04-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration: 51:13 — 23.4MB)...
Listen NowWidow/Widower Tax Penalty
July 28, 2018
What happens if the spouse with the higher Social Security benefit passes away first? What claiming strategies are available to the remaining spouse and what other things should be considered? Chris and Justin discuss this topic in response to a Virginia listener’s question....
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