Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232
August 6, 2022
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work...
Listen NowLearning From A Listeners Email: EDU #2229
July 20, 2022
Jim and Chris sit down to discuss a listeners email and try to learn from their experience in retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E29.mp3 Podcast: Play in new window | Download (Duration: 1:34:21 — 43.2MB) Subscribe:...
Listen NowPTE 2020-02 Discussion: EDU #2228
July 13, 2022
Jim and Chris sit down to discuss the new Department of Labor rule titled, PTE 2020-02, regarding the rollover of retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E28.mp3 Podcast: Play in new window | Download (Duration: 1:22:13 — 37.6MB) Subscribe:...
Listen NowThe Current Investment Market and Retirement: EDU #2224
June 15, 2022
Jim and Chris sit down to discuss the current state of the investment market and how it potentially coincides with your retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E24.mp3 Podcast: Play in new window | Download (Duration: 1:22:33 — 37.8MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Q&A Part 2: EDU #2212
March 23, 2022
Jim and Chris sit down to continue answering listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E12.mp3 Podcast: Play in new window | Download (Duration: 1:03:16 — 29.0MB) Subscribe:...
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