401(k) to IRA Rollovers: EDU #2246
November 16, 2022

Jim and Chris sit down to discuss some of the details surrounding rolling over dollars from a 401(k) into an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E46.mp3 Podcast: Play in new window | Download (Duration: 1:10:33 — 32.3MB) Subscribe:...
Listen NowSocial Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243
October 22, 2022

Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...
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/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E28.mp3 Podcast: Play in new window | Download (Duration: 1:22:13 — 37.6MB) Subscribe:...
Listen NowSocial Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123
June 5, 2021

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (29:30) An Ohioan listener looks for advice on...
Listen NowSocial Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118
May 1, 2021

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how to convert money from a 457(b)...
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