CARES Act and RMD Relief: EDU #2030
July 29, 2020
Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe:...
Listen NowSome Questions About Social Security & IRAs: Q&A #2025
June 20, 2020
Jim and Chris answer multiple questions relating to Social Security and IRAs. (5:45) A Californian asks if his mother-in-law’s husband can claim a spousal benefit even if she never claimed her own Social Security benefit. (10:45) A listener from Ohio would like to reduce his tax burden from the interest income earned by his cash accounts. (27:35) A listener would like to know if her...
Listen NowTakeaways from the Latest Ed Slott Seminar: EDU #2019
May 13, 2020
Jim recently returned from the latest Ed Slott seminar, and in today’s episode he and Chris discuss some of the main takeaways and topics from the event. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E19.mp3 Podcast: Play in new window | Download (Duration: 52:31 — 24.0MB) Subscribe:...
Listen NowPlanning Opportunities Due To the Death of the Stretch IRA: EDU #2017
April 29, 2020
Jim and Chris discuss a topic brought to us from a listener’s email: what are some planning opportunities that might exist because of the death of the stretch IRA? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E17.mp3 Podcast: Play in new window | Download (Duration: 1:48:12 — 49.5MB) Subscribe:...
Listen NowIRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012
March 21, 2020
Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...
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