Constructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948
December 21, 2019
Jim and Chris discuss five questions today, such as the concept of constructive receipts, H&R Block, living on basis, and more! (10:10) A listener provides a web resource related to the concept of constructive receipts as it relates to 60-day rollovers. (26:05) A Marylander wants to know why Jim isn’t too fond of H&R Block. (31:35) Georgie Girl is intrigued by “living on...
Listen NowDetermining What You’re Paying Your Financial Advisor: EDU #1945
December 18, 2019
Jim and Chris address a listener’s email about how to determine what you’re paying your financial advisor. This question stems from a previous podcast episode in which Jim and Chris discussed advisor fees—here they discuss confirming your fee calculations to be sure you’ve got it right....
Listen NowQuarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947
December 14, 2019
Jim pauses cheering on the New England Patriots to discuss with Chris some follow-up about 60-day Rollovers, quarterly estimated payments, early retiring, and distribution management. (10:15) A Virginian mentions some resources related to 60-day rollovers. (18:05) Tom Brady (just kidding!) would like to discuss quarterly estimated payments regarding taxes in retirement. (31:25) A Green Bay...
Listen NowFees in Equity Trades: EDU #1944
December 11, 2019
Some questions have come up about fees in equity trades. Jim and Chris talk about how brokerage services can still make money even if they offer commission-free trades. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E44.mp3 Podcast: Play in new window | Download (Duration: 39:39 — 18.2MB) Subscribe:...
Listen NowRecovering After-Tax Money, SS Estimates, and HELOCs: Q&A #1946
December 7, 2019
December is already a week in (wow!) and Jim and Chris answer questions about recovering after-tax money, Social Security estimates, and HELOCs. (10:29) A listener asks about recovering after-tax money in an IRA or QRP that has been annuitized. (27:30) This question is about estimates provided by the SSA: do they assume that earnings in the prior year will continue until retirement? (38:28) A...
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