Capital Gains and Wash Sale Rule: EDU #2414
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. The post Capital Gains and Wash Sale Rule: EDU #2414 appeared first on The Retirement...
View ArticleIRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA...
View ArticleOur Retirement Planning Process Prequel: EDU #2415
Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg The post Our...
View ArticleSocial Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due...
View ArticleOur Retirement Planning Process and Philosophy Part 1: EDU #2416
This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach...
View ArticleCapital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the...
View ArticleOur Retirement Planning Process and Philosophy Part 2: EDU #2417
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through...
View ArticleSocial Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security...
View ArticleOur Retirement Planning Process and Philosophy Part 3: EDU #2418
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through...
View ArticleCognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several...
View ArticleOur Retirement Planning Process and Philosophy Part 3: EDU #2419
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through...
View ArticleSocial Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security...
View ArticleOur Retirement Planning Process and Philosophy Part 4: EDU #2420
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through...
View ArticleIRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling...
View ArticleOur Retirement Planning Process and Philosophy Part 5: EDU #2421
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through...
View ArticleSocial Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to...
View ArticleOur Retirement Planning Process and Philosophy Part 6: EDU #2422
Jim and Chris continue their walk through of our philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios,...
View ArticleAnnuities, Pensions, and Social Security: Q&A #2422
June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification...
View ArticleKicking Off Annuity Awareness Month: EDU #2423
Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. The post Kicking Off Annuity Awareness Month: EDU #2423...
View ArticleRollover Issues and Income Annuities: Q&A #2423
Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). The post Rollover Issues and Income...
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