TSP vs 401k : EDU #1937
October 16, 2019
Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe:...
Listen NowQ&A #1923: Funding a Special Needs Trust, Cost Averaging
June 15, 2019
This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E23.mp3 Podcast: Play in new window | Download...
Listen NowQA #1922: SS Benefits After Remarrying, Annuities
June 8, 2019
Jim and Chris answer a question from a young widow wondering how remarrying will affect her ability to claim benefits from her deceased husband’s Social Security. They also weigh-in on a listener wondering if an annuity is an appropriate investment for her situation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E22.mp3...
Listen NowQ&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”....
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