Funding MDF and Addressing Inflation: EDU #2346
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using their approach. The post Funding MDF and Addressing Inflation: EDU #2346...
View ArticleSocial Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides...
View ArticleInflation, MDF, and Bond Ladders: EDU #2347
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using bond ladders. The post Inflation, MDF, and Bond Ladders: EDU #2347...
View ArticleThanksgiving Break: Q&A #2347
From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends! The post Thanksgiving Break: Q&A #2347 appeared first on The Retirement and IRA Show.
View ArticleThings To Consider When Choosing A Financial Advisor/Planner: EDU #2348
Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner. The post Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348 appeared...
View ArticleSocial Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social...
View ArticleGuidance On A Listeners Situation: EDU #2349
Jim and Chris sit down to discuss an email from a listener seeking guidance on some decisions they have to make given their situation. The post Guidance On A Listeners Situation: EDU #2349 appeared...
View ArticleIRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs. (3:45) George from California asks for clarification on filing the form SSA-44 and the...
View ArticleQuarterly Dialogue: Inflation: EDU #2350
Jim and Chris continue their quarterly dialogue series discussing a couple listener questions on how they address inflation. The post Quarterly Dialogue: Inflation: EDU #2350 appeared first on The...
View ArticleSocial Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
Jim and Chris sit down to discuss listeners questions relating to Social Security, Medicare, IRMAA, annuities, and MDF. (6:00) A listener wonders about his sister’s unique income situation and asks a...
View ArticleQuarterly Dialogue: Spending The Fun Number: EDU #2351
Jim and Chris continue their quarterly dialogue discussing a couple of listener emails relating to the safe withdrawal approach to retirement and spending the fun number. The post Quarterly Dialogue:...
View ArticleSocial Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, IRMAA, and retirement planning. (6:45) A listener looks for clarification regarding his parents Social Security...
View ArticleQuarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
Jim and Chris continue their quarterly dialogue discussing listener emails relating to funding the MDF while considering SPIAs, interest rates, inflation, risk tolerance and planning. The post...
View ArticleSocial Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, backdoor Roth contributions, and annuities. (13:45) A local listener worries and asks about earning excess...
View ArticleSeniors and Insurance: EDU #2401
Jim and Chris sit down to discuss an article relating to three types of insurance seniors should know about. The post Seniors and Insurance: EDU #2401 appeared first on The Retirement and IRA Show.
View ArticleMedicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts:...
Jim and Chris discuss listeners questions relating to Medicare, IRMAA, Social Security, Roth conversions, taxes, RMDs, and trusts. (5:00) George from Arizona asks why Medicare doesn’t “true up” IRMAA...
View ArticleTarget Outcome TIPS ETFs: EDU #2402
Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. The post Target Outcome TIPS ETFs: EDU #2402 appeared first on The...
View ArticleSocial Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted...
View ArticlePrivate Letter Ruling On Inherited IRAs: EDU #2403
Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries. The post Private Letter Ruling On Inherited IRAs: EDU #2403 appeared first on...
View ArticleSocial Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A...
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs. (2:45) A Texan listener looks for clarification on a Social Security...
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