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 These recorded broadcasts may contain outdated or obsolete information.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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Options For Your Retirement Accounts When You Leave Your Job
June 18, 2016
If you leave your job for another one or you decide to retire, what do you do with your retirement accounts? Depending on your age and your situation, your options will differ but as Jim and Chris discuss, your best options may not be as straightforward as they may seem. Also, as a follow-up to their previous QLAC shows, Jim and Chris answer a question from a listener who asks how to get out of...
Listen NowCommon IRA Tax Mistakes
June 11, 2016
Jim and Chris discuss some common IRA tax mistakes that are made by tax preparers, including problems with Form 5329, issues regarding misinformation on the 60 day IRA rollover rule, mistakes surrounding year-of-death Required Minimum Distributions and more. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-11-16.mp3 Podcast: Play in new...
Listen NowNew Findings in Retirement Planning
June 4, 2016
Jim and Chris discuss some of the new findings in retirement planning that Jim learned about during his Ed Slott training in May, including findings regarding spending in retirement and taxation in retirement. They also answer a Social Security question from a listener: If you’ve claimed your Social Security benefit and then take a part time job, do you still have to contribute to Social...
Listen NowCautionary Warning Regarding Home Storage Gold IRA
May 28, 2016
Have you heard advertisements for Home Storage Gold IRAs? These ads claim to allow you to physically store gold and other precious metals while you hold them in an IRA. Jim and Chris discuss Home Storage Gold IRAs and give a cautionary warning regarding this practice. They also look into common Required Minimum Distribution (RMD) mistakes people make....
Listen NowName a Beneficiary!
May 21, 2016
Yet another reason why it is important to name a beneficiary! Jim and Peter discuss an IRS Private Letter Ruling (PLR) that involves an instance where an IRA was left to an estate. Because of circumstances specific to this case the IRS allowed this IRA to be rolled over to an Inherited IRA, but things would have been a lot easier if the deceased had just named a beneficiary. Also, Jim and Peter...
Listen NowUsing QLACs
May 14, 2016
Jim and Chris have talked about QLACs (Qualified Longevity Annuity Contracts) before, but how do QLACs work in real life? During this show, Jim and Chris discuss practical, real-life examples of using QLACs as part of a retirement plan. This show discusses Qualified Longevity Annuity Contracts (QLAC) which are fixed insurance products. QLACs are offered for sale through Jim Saulnier and...
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