Manage episode 282428619 series 2424283
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers.
(4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes.
(14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another.
(49:00) A Georgian listener asks about the rules for inheriting an already inherited IRA.
(57:30) A listener wonders if she can separate the rollover of her 401k between a Roth IRA and a traditional IRA.