Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries
April 20, 2019
Wondering in what ways a Roth 403b rules differ from a Roth IRA and how that might affect your retirement plans? Jim and Chris answer a question about early Roth 403b withdrawals from a Washington listener. The guys also tackle a couple more Trust questions from Texas listeners- one regarding using a Trust as a 401k Beneficiary and one about assessing whether potential beneficiaries need the...
Listen NowQ&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3
February 9, 2019
Unsure of your options for managing an inheritance? Join Jim and Chris this week as they tackle that question from a Kansas listener. The guys also answer a question from a listener wondering how 401k distributions would be handled if the account was inherited by a non-U.S. citizen, and a question from a Florida listener on spending from “Bucket #3”....
Listen NowQ&A: Living Trust as Beneficiary and Bucketing
February 2, 2019
Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window |...
Listen Now
