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 These recorded broadcasts may contain outdated or obsolete information.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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Different Approaches To Retirement Planning: EDU #2405
January 31, 2024
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E05.mp3 Podcast: Play in new window | Download (Duration: 1:09:16 — 31.7MB) Subscribe:...
Listen NowSocial Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
January 27, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation. (24:30) A New York listener asks about the level of IRMAA premium that he and his wife will pay based on the timing of filing their form SSA-44. (33:00)...
Listen NowSection 204 Of Secure Act 2.0: EDU #2404
January 24, 2024
Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E04.mp3 Podcast: Play in new window | Download (Duration: 1:10:36 — 32.3MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
January 20, 2024
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs. (2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident. (10:15) George from Massachusetts asks about converting after-tax dollars and the taxes on Roth conversions....
Listen NowPrivate Letter Ruling On Inherited IRAs: EDU #2403
January 17, 2024
Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E03.mp3 Podcast: Play in new window | Download (Duration: 1:01:23 — 28.1MB) Subscribe:...
Listen NowSocial Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
January 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social Security office. (27:15) A listener in Minnesota...
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