Social Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034
August 22, 2020
Jim and Chris discuss listeners’ questions regarding Social Security, WEP (Windfall Elimination Provision), 401k rollovers, and Roth Conversions. (Intro) Jim and Chris begin by discussing financial advice given by a popular radio broadcaster. Both Jim and Chris felt as though the advice provided by this popular broadcaster fell short in its accuracy and was too generalized in its approach...
Listen NowThe History of Social Security: EDU #2033
August 19, 2020
Jim and Chris (mostly Chris) discuss the history of the Social Security Act that was passed on Agust 14th, 1935, and the changes that have occurred throughout the past 85 years of the program’s existence. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E33.mp3 Podcast: Play in new window | Download (Duration: 1:09:17 —...
Listen NowFive Alternatives to the Stretch IRA: EDU #2032
August 12, 2020
Jim and Chris discuss the elimination of the stretch IRA and provide five alternative strategies to utilize in its place. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E32.mp3 Podcast: Play in new window | Download (Duration: 1:25:15 — 37.1MB) Subscribe:...
Listen NowThe Basics of Trusts: EDU #2031
August 5, 2020
Jim and Chris introduce attorney and CPA, David Green from First Covenant Trust and Advisors, LLC to discuss and further understand the basics behind trusts as an estate planning tool. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E31.mp3 Podcast: Play in new window | Download (Duration: 1:25:41 — 37.8MB) Subscribe:...
Listen NowIRAs, Roth Conversions, and Social Security Details: Q&A #2031
August 1, 2020
Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details. (8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time. (13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring his lump-sum pension into the same IRA...
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