Q&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits
June 1, 2019
Unclear how an Inherited Annuity or Inherited Roth IRA is taxed? Jim and Chris respond to a Florida listener asking if they’ll be taxed on the whole value if they inherit an Annuity. Another listener wonders if they’ll be taxed if they withdraw from an Inherited Roth before age 55. The guys also address a question from a listener about Life Insurance and Trusts to provide for their...
Listen NowQ&A: Preparing for Retirement and Roth Withdrawals
March 16, 2019
What would Jim and Chris do with their last few years of free cash flow to prepare for retirement? Listen in as they answer that question for a Virginia listener as well as a question from a Montana listener about Roth withdrawal rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E10.mp3 Podcast: Play in new window | Download ()...
Listen NowQ&A: Roth TSP and Fixed Annuities
February 16, 2019
Listen in as Jim and Chris respond to a listener’s email where they ask if they should continue to max out their Roth TSP and whether to convert money from their non-deductable IRA. Another listener looks for clarification on his Fixed Annuities’ commencement dates....
Listen NowQ&A: Roth 401k, POD Bank Account, HSA, Annuities
January 26, 2019
This week Jim and Chris answer a follow-up question on using a Roth IRA vs a Roth 401k. An Illinois listener wonders if HSA contributions are part the maximum compensation deferral limit. Another listener writes in about using a payable on death (POD) designation on a bank account in order to avoid it going into probate. Jim and Chris also get a live caller from New Jersey with a question about...
Listen NowEdu: Variable Annuities 101
December 19, 2018
In response to a listener email, Jim and Chris begin a discussion on Variable Annuities. This first show on the subject covers a general overview, how they came about, how they work, and what the guys like and dislike about Variable Annuities. Look for future shows where Jim and Chris will delve into more of the nitty-gritty details....
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