IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932
August 24, 2019
Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs. 5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs, do partial Roth conversions, and whether you can do more than one 401k rollover per year. 19:39 A listener is considering moving to Colorado and wants to know if their state pension...
Listen NowGPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929
August 3, 2019
As Jim and Chris continue working through the pile of listener questions they address a wide range of subjects; from setting up your online Social Account, transitioning to a Distribution Portfolio, Multi-Year Guaranteed Annuities, and more. 4:05 A Pennsylvania listener seeks help setting up an online Social Security account. 8:20 An Ohio listener and wants Jim and Chris’s thoughts on...
Listen NowCalculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928
July 27, 2019
Scott, our Investment Specialist and CSU Finance Professor, joins Jim and Chris to answer questions regarding Annuity Mortality Credits, calculating returns on multiple accounts, and whether they believe that it is too risky to hold large amounts of one stock. 3:30 A listener asks for more information on Annuity Mortality Credits after listening to the June 5th Edu episode. 24:20 Scott answers a...
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 NowEdu #1921: Bucketing with Annuities
June 5, 2019
Have you encountered an Advisor who recommended Bucketing with annuities predominantly? On this Edu episode, Jim and Chris respond, in-depth, to a listener looking for clarity on using annuities as their “buckets”. The guys discuss reasons to be cautious and the steps you can take to ensure that you’re not just being sold a product package. ...
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