Edu: Basics of Backdoor Roth Contributions
May 29, 2019
Even though sanctioned by the IRS, Backdoor Roth Contributions can sometimes be confusing! Jim and Chris discuss the basics of how this strategy works as well as pitfalls to avoid. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E20.mp3 Podcast: Play in new window | Download (Duration: 46:57 — 21.5MB) Subscribe:...
Listen NowQ&A: Clarifications, Social Security Veterans and Disability Benefits
May 25, 2019
Do Veterans receive higher Social Security benefits than civilians? Jim and Chris start out the show responding to four listeners wanting clarifications on previously answered questions. They also respond to a Kentucky listener’s question about Social Security Disability Benefits and a US Marine’s query about Social Security Veterans Benefits. Please take a moment to vote on...
Listen NowEdu: Options for Your 401k After Leaving Your Job
May 22, 2019
There have been many changes to the job market over the last several decades, including the high probability that you will change employers multiple times. This means you are likely to ask the question, “What options do I have for my 401k after I leave my job?”. Jim and Chris take an in-depth look at 6 options for your 401k after leaving your job, and what to consider when deciding...
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 NowEdu: Excess IRA Contributions, Part 2 (How to Fix)
May 15, 2019
In the last Edu episode, Jim and Chris went into some ways people mistakenly contribute too much to an IRA. This week Jim is back from the Ed Slott conference and he and Chris are excited to talk about how to fix those excess IRA contributions. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E18.mp3 Podcast: Play in new window |...
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