Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020
May 20, 2020
Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar. In particular they discuss some tax court cases and different IRS rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E20.mp3 Podcast: Play in new window | Download (Duration: 1:16:15 — 34.9MB) Subscribe:...
Listen Now5 Things Real Estate Owners Should Consider Regarding Taxes: EDU #2018
May 6, 2020
While Jim attends an Ed Slott meeting, Bob Palechek joins Chris to discuss the 5 things real estate owners should consider regarding taxes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E18.mp3 Podcast: Play in new window | Download (Duration: 53:01 — 24.3MB) Subscribe:...
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 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 NowCharitable Gift Annuities: EDU #2009
March 4, 2020
CPA Bob Palechek joins Chris again today to discuss a topic mentioned in a listener’s email: charitable gift annuities. In particular they dive into three issues about charitable gift annuities: When might they fit into a retirement income plan? How does their income stream compare to other annuities like SPIAs? The pros and cons of their tax planning opportunities, or any downsides in...
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