Recapping Ed Slott Training Topics: EDU #2118
May 5, 2021
Jim and Chris sit down to discuss a variety of topics from Jim’s experience at the most recent Ed Slott training session. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E18.mp3 Podcast: Play in new window | Download (Duration: 57:56 — 26.5MB) Subscribe:...
Listen NowSocial Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
April 24, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...
Listen NowThe Issue With Trusts As Beneficiaries on IRAs: EDU #2114
April 7, 2021
Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E14.mp3 Podcast: Play in new window | Download (Duration: 1:13:41 — 33.7MB) Subscribe:...
Listen NowSocial Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
March 13, 2021
Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Security benefits. (30:00) George’s second...
Listen NowSocial Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
March 6, 2021
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP...
Listen Now
