Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis
April 6, 2019
Another week and another round of great listener questions! Jim and Chris address an Indiana listener’s question about using a Trust as a Roth IRA Beneficiary and another listener’s question about the cost basis and capital gains on a stock sale. The guys also answer several listener questions about Social Security Benefits, including a live caller’s, from New Hampshire, on...
Listen NowQ&A: HSAs and SS Survivor Benefits
March 30, 2019
Join Jim and Chris this week as they answer several listener questions regarding HSAs, including utilizing the one-time QHFD. In addition, they answer a listener question on collecting Social Security Survivor Benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E12.mp3 Podcast: Play in new window | Download (Duration: 57:38...
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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