Potential Tax Implications Post-Election: EDU #2039
September 30, 2020
Jim and Chris compare and contrast current and proposed tax implications from the results of the upcoming Presidential Election. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E39.mp3 Podcast: Play in new window | Download (Duration: 1:10:40 — 31.8MB) Subscribe:...
Listen NowEstate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039
September 26, 2020
Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions. (8:38) Georgette asks a question about the lifetime estate tax exemption. (21:55) George wonders what the best way to locate an old 401(k) is. (38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year....
Listen NowDiscussion of the Financial Planning Industry CONTINUED: EDU #2038
September 23, 2020
Jim and Chris continue the discussion from last week’s EDU show about their thoughts on the financial planning industry. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E38.mp3 Podcast: Play in new window | Download (Duration: 1:21:54 — 36.3MB) Subscribe:...
Listen NowClaiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038
September 19, 2020
Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act. (8:00) An Indianaian asks a question about claiming ages for Social Security benefits. (19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be. (45:40) A listener from Ohio asks a question about health...
Listen NowA Discussion About the Financial Planning Industry: EDU #2037
September 16, 2020
Jim and Chris discuss a Texan’s email regarding his experience with a financial advisor and the financial planning industry as a whole. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E37.mp3 Podcast: Play in new window | Download (Duration: 1:02:10 — 27.6MB) Subscribe:...
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