Income Benefits Of Non-Annuitized Annuities: EDU #2424
Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. The post Income Benefits Of Non-Annuitized Annuities: EDU #2424 appeared first...
View ArticleSocial Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security...
View ArticleInsurance Companies and Annuities: EDU #2425
Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2 (requires subscription). The...
View ArticleSocial Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social...
View ArticleCovering MDF With Lifetime Secure Income: EDU #2426
Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. The post Covering MDF With Lifetime Secure Income: EDU #2426 appeared...
View ArticleSocial Security, Roth Withdrawals, and IRAs: Q&A #2426
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit...
View ArticleIs There a Simpler Approach to Retirement Planning?: EDU #2427
Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be...
View ArticleCOLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth...
Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into...
View ArticleOur Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. The post Our Retirement Philosophy/Approach In 10 Minutes Or Less:...
View ArticleTax Questions Answered: Q&A #2428
In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last...
View ArticleEstate Planning 101: EDU #2429
Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. The post Estate Planning 101: EDU #2429 appeared first on The Retirement and IRA Show.
View ArticleDelayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00)...
View ArticleIn-Depth Principal Protected Structured ETFs: EDU #2430
Jim and Chris welcome special guest Matt Kaufman from Calamose Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities,...
View ArticleSocial Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and...
Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs. (13:45) A listener looks for clarification on claiming a “child-in-care” Social...
View ArticleOur Retirement Planning Process and Philosophy Part 7: EDU #2431
Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his...
View ArticleSocial Security, Annuities, and Inherited Roth IRAs: Q&A #2431
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim...
View ArticleOur Retirement Planning Process and Philosophy Part 8: EDU #2432
Jim and Chris continue their discussion of “seesaw assets” and balancing fun spending during the “go-go” years while keeping some reserves for aging expenses later in life. The post Our Retirement...
View ArticleSS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current...
View ArticleOur Retirement Planning Process and Philosophy Part 9: EDU #2433
Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. The post Our Retirement Planning Process and Philosophy...
View ArticleSocial Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she...
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