Our Retirement Planning Process: EDU #2440
October 2, 2024
Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E40.mp3 Podcast: Play in new window | Download (Duration: 1:39:58 — 45.8MB) Subscribe:...
Listen NowTax Mitigation, RMDs, and Roth Conversions: Q&A #2220
May 14, 2022
Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a question about which accounts they should draw...
Listen Now210 Advanced Tax Planning: EDU #2201
January 5, 2022
Jim, Chris, and Bob sit down to discuss 210 tax planning and how tax order is important when doing advanced tax planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E01.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...
Listen NowBuild Back Better Act Tax Planning Threats and Opportunities: EDU #2138
September 22, 2021
Jim and Chris sit down to discuss a couple tax planning threats and opportunities for the newly proposed, Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E38.mp3 Podcast: Play in new window | Download (Duration: 1:17:02 — 35.3MB) Subscribe:...
Listen NowTax Strategy Considerations: EDU #2126
June 30, 2021
Chris and Bob sit down to discuss a listeners email illustrating the need for considering all possible variables when planning your tax strategy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E26.mp3 Podcast: Play in new window | Download (Duration: 53:45 — 24.6MB) Subscribe:...
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