Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. The post Reexamining The Fun Number, MDF and Secure Income Part 3:...
View ArticleSocial Security, IRMAA, Fun Number, and MDF: Q&A #2336
Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF. (7:30) A Massachusetts listener looks for clarification on WEP and his person Social...
View ArticleReexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. The post Reexamining The Fun Number, MDF and Secure Income Part 4:...
View ArticleSocial Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal...
View ArticleReexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. The post Reexamining The Fun Number, MDF and Secure Income Part 5:...
View ArticleSocial Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security...
View ArticleReviewing The Ed Slott Test: EDU #2339
Jim and Chris sit down to discuss a test/quiz given to attendees of the Ed Slott training program and provide their thoughts. The post Reviewing The Ed Slott Test: EDU #2339 appeared first on The...
View ArticleSocial Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A...
Jim and Chris discuss questions relating to Social Security, GPO, the Social Security spousal benefits, IRMAA, SPIAs, and the Secure Act 2.0. (4:30) A listener from Illinois references a previous...
View ArticleReviewing The Ed Slott Test Continued: EDU #2340
Jim and Chris sit down to continue their discussion on a test/quiz given to attendees of the Ed Slott training program. The post Reviewing The Ed Slott Test Continued: EDU #2340 appeared first on The...
View ArticleSocial Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions:...
Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal...
View ArticleA Social Security Special: EDU #2341
Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from...
View ArticleSocial Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341
Jim and Chris discuss listener questions relating to Social Security, IRMAA, Roth conversions, SPIAs, and QCDs. (8:45) George from Virginia provides some additional clarification on a Social Security...
View ArticleDiscussing An Article On Traditional Retirement Models: EDU #2342
Jim and Chris discuss a recent article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. The post Discussing An Article On Traditional Retirement...
View ArticleSocial Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QCDs, RMDs, and annuities. (6:15) George from Washington looks for advice on when his wife should look to claim...
View ArticleDiscussing An Article On Traditional Retirement Models Continued: EDU #2343
Jim and Chris continue their discussion on an article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. The post Discussing An Article On Traditional...
View ArticleSocial Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, basis in IRAs, and SPIAs. (26:15) A listener looks for general clarification on their own Social Security...
View ArticleSpecial Tax Treatment Accounts: EDU #2344
Jim and Chris sit down to discuss and consider some special tax treatment accounts from an Ed Slott newsletter. The post Special Tax Treatment Accounts: EDU #2344 appeared first on The Retirement and...
View ArticleSocial Security, IRMAA, Annuities, and Roth Conversions: Q&A #2344
Jim and Chris discuss listeners questions relating to Social Security, IRMAA, annuities, and Roth conversions. (4:30) George from North Carolina looks for clarification on a spouses ability to claim a...
View ArticleSafe Withdrawal Rate Vs. Income Annuity: EDU #2345
Jim and Chris discuss a listeners email comparing a 4% safe withdrawal rate to purchasing an income annuity for covering his minimum dignity floor (MDF). The post Safe Withdrawal Rate Vs. Income...
View ArticleIRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345
Chris sits down on a solo show to discuss listeners questions relating to IRMAA, SSA-44, and Social Security spousal/survivor benefits. (3:30) A Californian listener asks about the timing of when IRMAA...
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