Roth Conversion Questions & Unemployment Contributions to a Roth: Q&A #2016
April 18, 2020
Jim and Chris take their time answering two questions today about Roth conversions and unemployment contributions to a Roth. (4:38) George from Minnesota wonders what are some considerations for doing a Roth conversion as someone in their 50s: how much should he convert? What are some potential pitfalls? (33:04) A 38-year-old listener has some questions about using unemployment benefits to...
Listen NowQuestions about the CARES Act: Q&A #2015
April 11, 2020
Jim and Chris address three very specific questions on the recently passed CARES Act and how it relates to IRAs, Required Minimum Distributions, and Coronavirus Related Distributions from retirement accounts. (32:35) A Virginian asks if the CARES Act could enable his wife to strategize Roth conversions with her TSP. (44:00) Another question from that same Virginian: will his mother be required...
Listen NowRolling 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 NowLive Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013
March 30, 2020
Jim and Chris answer a live caller’s question about using indexed universal life insurance (IUL) as a way to fund retirement. They also answer some tax questions from listener’s emails. (2:05) Live caller “George” would like to discuss with Jim and Chris the pros and cons of using indexed universal life insurance to fund retirement. (37:11) A listener wonders if...
Listen NowThings to Consider when Considering a Roth Conversion: EDU #2010
March 11, 2020
Jim, Chris, and Bob all discuss this topic today brought to us by a listener’s email: things to consider when considering a Roth conversion. The simple question of “should I convert to a Roth?” comes with a multi-faceted answer! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E10.mp3 Podcast: Play in new window |...
Listen Now
