How Listeners are Implementing Our Planning Process: EDU #2444
On this week’s EDU Discussion edition Jim and Chris welcome back Jake Turner, a fellow planner from the JSA team, as they take some time to opine on how some listeners are implementing their own...
View ArticleMedicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs:...
Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions… (10:00) George wonders how his wife’s ACA...
View ArticleStretch IRA Rules and More: EDU #2445
Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs. The post Stretch IRA Rules and...
View ArticleSocial Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs… (12:30) The guys are asked if dual citizenship will affect Social Security benefits....
View ArticleSECURE Act Updates: EDU #2446
Jim and Chris sit down for another EDU show discussing updates to the SECURE Act that Jim brought back from the recent Ed Slott conference. The post SECURE Act Updates: EDU #2446 appeared first on The...
View ArticleSocial Security Benefits, Roth Conversions, and RMDs: QA #2446
Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs. (11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an...
View ArticleRoth Conversions and RMDs: EDU #2447
Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!). The post Roth Conversions and RMDs:...
View ArticleEarnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test....
View Article60-day Rollover Conversion Strategy: EDU #2448
Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call...
View ArticleSocial Security, Annuity RMDs, and Being a CFP: Q&A #2448
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as...
View ArticleCommon Estate Planning Mistakes: EDU #2449
Chris is joined by estate planning attorney Shelley Thompson while Jim is traveling. Chris and Shelley discuss common mistakes people make with their Wills. The post Common Estate Planning Mistakes:...
View ArticleFamily Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A...
Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income....
View ArticleRetirement Planning Philosophy and Process Dialog: EDU #2450
Jim and Chris once again welcome their colleague, Jake Turner, EA, and Candidate for CFP® certification, to the show. Together, they address listener questions and take a deeper dive into their...
View ArticleIRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A...
Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions. (6:45) A listener looks for assistance filling...
View ArticleCharitable Remainder Trusts: EDU #2451
Jim and Chris welcome on another member of the JSA team – Paul Neiffer, CPA – to discuss Charitable Remainder Trusts. They dive into what they are and how you might use them. The post Charitable...
View ArticleIRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question...
View ArticleIndividualized Retirement Planning Strategies: EDU #2452
Jim and Chris continue discussing different approaches to retirement planning, focusing on a listener’s DIY strategy. They cover key topics like withdrawal strategies, risk management, and tax...
View ArticleSocial Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
Jim and Chris discuss listener and forum questions relating to Social Security benefits, IRMAA, RMDs, annuities, and beneficiaries. Chris kicked off the episode with a bold dare, promising listeners...
View ArticleDeveloping Confidence With Retirement Spending: EDU #2501
Jim and Chris, once again joined by Jake, a fellow planner at Jim Saulnier & Associates, discuss a recent Wall Street Journal article about why retirees often hesitate to spend in retirement. The...
View ArticleSpousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and...
Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA planning, step-up in basis rules, family maximums, IRA beneficiaries, and factoring inheritances into...
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