All About Trusts: EDU #2205
February 2, 2022

Jim and Chris sit down to discuss and focus on the frequently asked questions relating to estate planning and Trusts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E05.mp3 Podcast: Play in new window | Download (Duration: 1:16:56 — 35.2MB) Subscribe:...
Listen NowIrrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142
October 20, 2021

Jim and Chris sit down to discuss irrevocable life insurance trusts (ILITs) after provisions of the Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 57:57 — 26.5MB) Subscribe:...
Listen NowSocial Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020
May 16, 2020

Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts. They also discuss a listener’s correction to a previous podcast episode. (4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security. (7:00) Another Illinois listener wonders if he could collect full disability Social Security benefits...
Listen NowQ&A: Living Trust as Beneficiary and Bucketing
February 2, 2019

Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window |...
Listen Now