Owning An Annuity Inside An IRA: EDU #2326
Jim and Chris sit down to discuss the considerations behind owning an annuity within an IRA and when it could be appropriate. The post Owning An Annuity Inside An IRA: EDU #2326 appeared first on The...
View ArticleSocial Security, DIAs, QLACs, and Interest Rates: Q&A #2326
Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social...
View ArticleDiscussing The Financial Planning Challenge and Associated Quiz: EDU #2327
Jim and Chris sit down to discuss an article and quiz relating to the financial planning challenge. The post Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327 appeared first on...
View ArticleSocial Security, Insurance, IRMAA, and MYGAs: Q&A #2327
Jim and Chris sit down to discuss listeners questions relating to Social Security, insurance, IRMAA, and MYGAs. (5:30) A listener from Florida looks for clarification on the rules regarding Social...
View ArticleDiscussing The Financial Planning Challenge and Associated Quiz Continued:...
Jim and Chris sit down to continue their discussion on an article and quiz relating to the financial planning challenge. The post Discussing The Financial Planning Challenge and Associated Quiz...
View ArticleSocial Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328
Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in...
View ArticleLife Insurance Versus Roth IRAs: EDU #2329
Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools. The post Life Insurance Versus Roth IRAs: EDU #2329 appeared first on The...
View ArticleSocial Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329
Jim and Chris discuss listeners questions relating to Social Security, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind a...
View ArticleCommon Financial Power Of Attorney Mistakes: EDU #2330
Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA). The post Common Financial Power Of Attorney Mistakes: EDU #2330 appeared first on The...
View ArticleSocial Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income...
View ArticlePowers Of Attorney and Beneficiary Changes: EDU #2331
Jim and Chris continue their discussion and dive into detail on Power of Attorney (POA) forms with relation to changing beneficiaries. The post Powers Of Attorney and Beneficiary Changes: EDU #2331...
View ArticleSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall...
View ArticleAddressing Concerns Posed In Financial Planning Article: EDU #2332
Jim and Chris discuss an article and provide their opinion on how they would attack some of the concerns proposed in the article. The post Addressing Concerns Posed In Financial Planning Article: EDU...
View ArticleSocial Security, Annuities, Roth Conversions, IRMAA, and Buffered...
Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments. (2:45) Georgette from New York looks for some clarification on...
View ArticleAddressing Concerns Posed In Financial Planning Article Part 2: EDU #2333
Jim and Chris continue their discussion of an article and provide their opinion on how they would attack some of the concerns proposed in the article. The post Addressing Concerns Posed In Financial...
View ArticleSocial Security, Survivor Benefits, Asset Management, Annuities, and RMDs:...
Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a...
View ArticleReexamining The Fun Number, MDF and Secure Income: EDU #2334
Jim and Chris sit down to discuss and reexamine the concept of the fun number, minimum dignity floor (MDF), and secure income. The post Reexamining The Fun Number, MDF and Secure Income: EDU #2334...
View ArticleSocial Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number:...
Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social...
View ArticleReexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. The post Reexamining The Fun Number, MDF and Secure Income Part 2:...
View ArticleSocial Security, IRMAA, MDF, and Fun Spending: Q&A #2335
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending. (6:45) A listener looks for clarification on his wife’s spousal Social Security benefit....
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