Tax Efficiencies of ETFs vs. Mutual Funds: EDU #2117
April 28, 2021
Jim and Chris sit down to discuss the tax efficiencies of exchange traded funds (ETFs) and the differences from mutual funds. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E17.mp3 Podcast: Play in new window | Download (Duration: 1:15:31 — 34.6MB) Subscribe:...
Listen NowSocial Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
April 24, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...
Listen NowReverse Mortgages Continued: EDU #2116
April 21, 2021
Jim and Chris sit down to continue last weeks discussion about reverse mortgages with special guest, Jan Jordan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E16.mp3 Podcast: Play in new window | Download (Duration: 1:04:36 — 29.6MB) Subscribe:...
Listen NowSocial Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
April 17, 2021
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make...
Listen NowUpdated RMD Rules and Reverse Mortgages: EDU #2115
April 14, 2021
Jim and Chris sit down with a special guest, Jan Jordan, to explain the updated Required Minimum Distribution (RMD) rules from the IRS and discuss details regarding reverse mortgages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E15.mp3 Podcast: Play in new window | Download (Duration: 54:01 — 24.7MB) Subscribe:...
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