Successor Beneficiaries For IRAs: EDU #2111
March 17, 2021
Jim and Chris sit down to discuss successor beneficiaries for IRAs and the complex details surrounding them. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E11.mp3 Podcast: Play in new window | Download (Duration: 53:46 — 24.6MB) Subscribe:...
Listen NowBeneficiary Designations: EDU #2041
October 14, 2020
Jim and Chris sit down to discuss the topic of beneficiary designations and their important role within the financial planning industry. Most importantly, they talk about 401k plans and how blended families can be affected depending on how their beneficiary designations have been set up....
Listen NowThe SECURE Act and Tax-Deferred Accounts: EDU #2034
August 26, 2020
Jim and Chris discuss a listener’s email regarding concerns about how to distribute tax-deferred assets to beneficiaries and the impact of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E34.mp3 Podcast: Play in new window | Download (Duration: 1:16:49 — 34.1MB) Subscribe:...
Listen NowExcess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021
May 23, 2020
Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs. They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has some comments about a...
Listen NowSocial Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003
January 18, 2020
Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more! (2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits. (14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension. (33:20) A listener...
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