Planning for Long-Term Care, Part 2: EDU #1928
July 31, 2019
Planning for long-term care isn’t over yet! Chris and Jim continue their discussion in this second part of last week’s podcast: planning for long-term care and aging assistance expenses. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E28.mp3 Podcast: Play in new window | Download (Duration: 1:14:34 — 34.1MB)...
Listen NowCalculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928
July 27, 2019
Scott, our Investment Specialist and CSU Finance Professor, joins Jim and Chris to answer questions regarding Annuity Mortality Credits, calculating returns on multiple accounts, and whether they believe that it is too risky to hold large amounts of one stock. 3:30 A listener asks for more information on Annuity Mortality Credits after listening to the June 5th Edu episode. 24:20 Scott answers a...
Listen NowPlanning for Long-Term Care – Edu #1927
July 24, 2019
Planning for long-term care isn’t just about insurance! Join Jim and Chris as they discuss what long-term care insurance does and does not cover. They review important gaps in coverage that people often forget to plan for. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E27.mp3 Podcast: Play in new window | Download...
Listen NowTax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927
July 20, 2019
Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions). 6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA 22:35 A California listener wonders...
Listen NowRetirement Planning vs. Investing – EDU #1926
July 17, 2019
How is retirement planning different vs. investing or managing a portfolio? Jim and Chris discuss some of the complexities of retirement planning and share a bit of their approach to developing a comprehensive retirement plan. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E26.mp3 Podcast: Play in new window | Download ()...
Listen Now
