Thanksgiving Break: QA
November 27, 2021
Chris provides a brief update on Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y20E48T.mp3 Podcast: Play in new window | Download (Duration: 2:22 — 1.1MB) Subscribe:...
Listen NowThanksgiving Break: EDU
November 24, 2021
Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E47T.mp3 Podcast: Play in new window | Download (Duration: 1:55 — 900.0KB) Subscribe:...
Listen NowSocial Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147
November 20, 2021
Jim and Chris discuss listeners questions relating to Social Security benefits, Roth 401(k) rollovers, inherited Roth IRAs, and Roth conversions. (5:30) A couple of California and Colorado listeners try and provide some clarification on estimating your Social Security benefit with no future estimated earned income. (18:00) A listener aims to provide some insight on rolling a Roth 401(k) into a...
Listen NowThe Essence Of Retirement Planning: EDU #2146
November 17, 2021
Jim and Chris sit down to discuss an email from a listener regarding the overall essence of financial planning and retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E46.mp3 Podcast: Play in new window | Download (Duration: 1:07:20 — 30.8MB) Subscribe:...
Listen NowSocial Security, Roth 401(k)s, Fun Spending, and Saving For College: Q&A #2146
November 13, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth 401(k)s, fun spending, and saving for college. (7:00) A listener from Connecticut asks about how to get a more accurate estimate of his future Social Security benefit. (13:30) George from North Carolina looks for clarification on Roth 401(k) plans and their related RMDs. (32:00) A Floridian listener wonders...
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