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 These recorded broadcasts may contain outdated or obsolete information.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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Roth IRA Conversion Season
November 5, 2016
It’s Roth Conversion Season again! Jim and Chris discuss what a Roth Conversion is and some important things to consider when converting a traditional IRA to a Roth IRA. They also answer a listener’s question on converting a Thrift Savings Plan (TSP) to a Roth IRA. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-11-05-16.mp3...
Listen NowBack Door Roth
October 29, 2016
Have you heard of a Back Door Roth IRA? This isn’t a new type of IRA. It’s actually a strategy for individuals who make too much money to directly contribute to a Roth IRA. Jim and Chris discuss how this strategy works, things to look out for and why they think the government will be closing this loophole soon. They also respond to listeners regarding a question on the Pro Rata Rule...
Listen NowRisk Capacity
October 22, 2016
It’s not always a good idea to base your investment choices on emotions. Jim and Chris discuss how to deal with investing when you don’t have a strong stomach for a lot of risk. They also answer questions from listeners. How do Health Savings Accounts (HSAs) work if you retire early? If you convert amounts from a 457 plan to a Roth IRA, when can you access the funds in the Roth IRA...
Listen NowGPO 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...
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