Q&A: Beneficiaries, Medicare Premium Surcharges, SS Benefits, Roth Conversion
January 12, 2019
Jim and Chris answer four more listener questions on this edition of the Retirement and IRA Show – Q&A: They answer a Californian listener’s question about stretch IRA accounts and what happens when the beneficiary dies. They discuss naming a trust as the beneficiary of a life insurance policy for a listener from Virginia. They also answer an Illinois resident’s question...
Listen NowQ&A: 401k Strategies, Earnings Test
December 22, 2018
Join Jim and Chris as they answer questions regarding 401k strategies and working while receiving Social Security. This week a Minnesota listener asks whether they should rollover their 401k with a previous employer and another listener wonders how to get the best tax rate on 401k withdrawals. Also, a Missouri listener ponders self-employment in retirement and a Wisconsin listener looks for some...
Listen NowQ&A: 401k Loan, Long-term Care Insurance, SS Benefits
October 27, 2018
Jim and Chris answer a lot of great questions this weeks. One listener ponders a 401k loan, another from Minnesota wonders if Long-term Care Insurance is still viable. In addition two questions about Social Security Benefits are answered. The first from a Mississippi listener asks about the delaying Social Security Benefits, the second asks about working while receiving Survivor Benefits....
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