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 These recorded broadcasts may contain outdated or obsolete information.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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GPO and WEP
October 15, 2016
During this show, Jim and Chris answer questions from listeners. Primarily they focus on a question that involves the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP): Does a defined contribution plan count as a government pension under Social Security rules. If it does, will the GPO and WEP impact the amount of Social Security benefit payments? Other questions Jim and...
Listen Now20 IRA Mistakes to Avoid
October 8, 2016
Jim is out of town, so this week we are re-running a show that aired originally in April 2016. How much do you really know about IRAs? Jim and Chris discuss a Morningstar article that lists 20 IRA mistakes to avoid. They also talk about 457b accounts and answer a listener’s question involving Roth IRA disallowed contributions & earnings limits....
Listen NowQuestions on Social Security Benefits
October 1, 2016
Jim and Chris answer multiple listeners’ questions regarding Social Security benefits. Can you apply for your Social Security benefit before you officially retire? If you plan on retiring before your Full Retirement Age, is there a way to better estimate your Social Security benefit? What are the new rules surrounding suspending your Social Security benefit? They also answer a question...
Listen NowProposed Changes to IRAs
September 24, 2016
Jim and Chris discuss a Senate bill that lists a number of proposed changes to IRAs. They also answer a listener’s questions about how to finance the construction of a new home in retirement. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-24-16.mp3 Podcast: Play in new window | Download (Duration: 1:43:02 — 47.2MB)...
Listen NowWhat to Do With RMDs You Don’t Need
September 17, 2016
You have to take Required Minimum Distributions (RMDs) from your non-Roth IRA retirement accounts when you reach 70 1/2. If you’re fortunate enough to not need the money, Jim and Chris discuss options for what to do with those RMDs. They also answer a listener’s question regarding how to determine if you need a Certified Financial Planner (CFP) or a Certified Public Accountant (CPA)...
Listen NowNew Rules for 60 Day Rollovers
September 10, 2016
Jim and Chris discuss new rules regarding 60 day rollovers and also answer questions from listeners. If you withdraw funds from an IRA to purchase additional service years in PERA (Public Employees Retirement Association), will those IRA funds be taxable? Are you subject to the Government Pension Offset (GPO) if you also contribute to the Federal Employees Retirement System (FERS)? How much can...
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