Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
August 14, 2021

Jim and Chris sit down to answer listener questions about Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs. (3:00) A Mainer would like to know if they can claim Social Security benefits retroactively. (10:00) A listener from Washington wants clarification on how the Windfall Elimination Provision (WEP) will affect their Social Security benefit. (16:30) Another...
Listen NowTSP vs 401k : EDU #1937
October 16, 2019

Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe:...
Listen NowQ&A: IRA Contingent Beneficiaries, RMDs, TSP Conversions, IRA to 403b, and Much More
May 18, 2019

This week’s Q&A episode is jam-packed with a variety of interesting topics! Ever wonder if a primary beneficiary can choose to defer the inheritance to the IRA contingent beneficiaries? Jim and Chris start off by addressing the beneficiary ponderings of an Oregan listener. Next, they weigh in on whether a Roth Conversion can be used to satisfy an RMD, then move to a question from a US...
Listen Now