GPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929
August 3, 2019
As Jim and Chris continue working through the pile of listener questions they address a wide range of subjects; from setting up your online Social Account, transitioning to a Distribution Portfolio, Multi-Year Guaranteed Annuities, and more. 4:05 A Pennsylvania listener seeks help setting up an online Social Security account. 8:20 An Ohio listener and wants Jim and Chris’s thoughts on...
Listen NowSelf-Directed IRA, WEP and SS, Bucketing – QA #1925
June 29, 2019
Welcome to another week of Q&As! This week Jim and Chris respond to a listener from Hawaii wonder what a Self-Directed IRA (or 401k) is and if there are any benefits over a Custodial IRA. Then they review how WEP can impact Social Security Benefit calculations for a Virginia listener, and give advice to a young Financial Planner that is new to the industry and unsure what to do when a client...
Listen NowQ&A #1923: Funding a Special Needs Trust, Cost Averaging
June 15, 2019
This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E23.mp3 Podcast: Play in new window | Download...
Listen NowEdu #1922: Missed RMD
June 12, 2019
Jim and Chris first discuss possible changes coming to IRA rules, including Required Minimum Distributions (RMDs), before discussing current RMD rules, penalties for a missed RMD, and how to ‘fix’ a miss. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E22.mp3 Podcast: Play in new window | Download (Duration: 52:33...
Listen NowEdu: Excess IRA Contributions, Part 2 (How to Fix)
May 15, 2019
In the last Edu episode, Jim and Chris went into some ways people mistakenly contribute too much to an IRA. This week Jim is back from the Ed Slott conference and he and Chris are excited to talk about how to fix those excess IRA contributions. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E18.mp3 Podcast: Play in new window |...
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