Rolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014
April 4, 2020
Jim calls into the studio today as he and Chris answer listener’s questions about rolling over a TSP into a Roth IRA, retirement spending trends, Roth conversions, and more. (11:55) A listener asks about rolling over tax exempt (combat zone earned) funds from a TSP to a Roth. (41:40) A Floridian wonders what is Jim and Chris’s experience with clients’ spending trends. (50:40) A...
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...
Listen NowGovernment Pensions & Social Security, Fun Money Buckets, and SS Potential Changes in 2035: Q&A #2009
February 29, 2020
Today Jim and Chris discuss how government pensions affect Social Security benefits, how they calculate fun money bucket sums, and the projected potential change in Social Security funds in 2035. (8:10) A Coloradoan asks about how WEP might affect his wife’s Social Security benefits due to her PERA account. (16:15) Georgette wonders how Jim and Chris generate the large sums that would be...
Listen NowConstructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948
December 21, 2019
Jim and Chris discuss five questions today, such as the concept of constructive receipts, H&R Block, living on basis, and more! (10:10) A listener provides a web resource related to the concept of constructive receipts as it relates to 60-day rollovers. (26:05) A Marylander wants to know why Jim isn’t too fond of H&R Block. (31:35) Georgie Girl is intrigued by “living on...
Listen NowQ&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more
April 27, 2019
Jim and Chris address numerous topics on this weeks Q&A show. Questions come from multiple States and span topics such as Net Unrealized Appreciation (NUA) when someone retires younger than 59 1/2, how to use Life Insurance to supplement a pension, Medicare and travel, canceling a Social Security application, and your first year Required Minimum Distribution (RMD)....
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