Section 204 Of Secure Act 2.0: EDU #2404
Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. The post Section 204 Of Secure Act...
View ArticleSocial Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal...
View ArticleDifferent Approaches To Retirement Planning: EDU #2405
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. The post Different Approaches To Retirement Planning: EDU #2405...
View ArticleRoth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the...
View ArticleDifferent Approaches To Retirement Planning Continued: EDU #2406
Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. The post Different Approaches To Retirement Planning Continued: EDU #2406 appeared...
View ArticleSocial Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security...
View ArticleSecure Act 2.0 and Section 204 Continued: EDU #2407
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. The post Secure Act 2.0 and Section 204 Continued: EDU #2407 appeared first on The...
View ArticleSocial Security, IRMAA, GPO, and Annuities: Q&A #2407
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to...
View ArticleTaking The 2024 Ed Slott Quiz: EDU #2408
Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. The post Taking The 2024 Ed Slott Quiz: EDU #2408 appeared first on The Retirement and...
View ArticleSocial Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security...
View ArticleTaking The 2024 Ed Slott Quiz Continued: EDU #2409
Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. The post Taking The 2024 Ed Slott Quiz Continued: EDU #2409 appeared first on The...
View ArticleMedicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs:...
Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the...
View ArticleConverting A 529 To A Roth IRA: EDU #2410
Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article:...
View ArticleSocial Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions...
View ArticleRetirement Planning Dialogue Series 1: EDU #2411
Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 1: EDU #2411...
View ArticleSocial Security, 529/Roth Conversions, and HSAs: Q&A #2411
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship...
View ArticleRetirement Planning Dialogue Series 2: EDU #2412
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 2: EDU...
View ArticleSocial Security, Rollovers, Annuities, and Trusts: Q&A #2412
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming...
View ArticleRetirement Planning Dialogue Series 3: EDU #2413
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 3: EDU...
View ArticleTaxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA...
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