Retirement Planning Dialogue: EDU #2502
In this EDU dialogue show, Jim and Chris are joined by Jake to explore listener questions about Social Security, income annuities, strategies for deploying dollars in retirement, and other Retirement...
View ArticleSocial Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth...
Jim and Chris sit down to discuss Social Security, inherited Roth IRAs, an inherited IRA RMD case, and reporting Roth withdrawals. (12:45) The guys answer a question about earning enough Social...
View Article“Super-Catchup” Retirement Plan Contributions: EDU #2503
Chris and Jake discuss the new “Super-Catchup” retirement plan contributions, explaining who qualifies and how they work. The post “Super-Catchup” Retirement Plan Contributions: EDU #2503 appeared...
View ArticleContributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
Jim, Chris, and Jake sit down to discuss listener questions relating to contributions, Social Security, 415 limits, and beneficiaries. PSA: Chris and Jake review several questions from this weeks EDU...
View ArticleCharitable Remainder Trusts Part 2: EDU #2504
Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs. The post Charitable Remainder...
View ArticleMedicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes. (6:00) George asks about Medicare’s special enrollment period and the impact of...
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Safe Withdrawal Rate: EDU #2505
Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study,...
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Social Security, QLACs, and ETFs: Q&A #2505
Jim and Chris discuss listener questions relating to Social Security, QLACs, TIPS ETFs, and buffered ETFs. (9:00) A listener who worked in Australia in the late 1980s asks how the U.S.-Australia...
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A Discussion on Simplified Retirement Planning: EDU #2506
While Jim is at a conference, Jake joins Chris to discuss a listener’s simplified retirement planning approach. They examine their straightforward strategy, focusing on key points like living within...
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Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A...
Jim and Chris discuss listener questions relating to Survivor Benefits, Social Security Disability Insurance, and Donor Advised Funds. Before diving into listener questions, Jim shares insights from...
View ArticleA Smart Approach to Retirement: EDU #2507
In this EDU episode Jim and Chris review and discuss an article sent in by a listener after their critique of the safe withdrawal rate approach to retirement. Some of the points made in the article...
View ArticleSocial Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up...
Jim and Chris discuss listener questions relating to Social Security benefits, IRMAA, IRA distributions, Roth contributions, catch-up contributions, and inherited IRA RMDs. (6:30) George asks how...
View ArticleOur Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
Chris flies solo for this long promised, very special, EDU episode where he describes our retirement planning philosophy and approach in just 30 minutes. The post Our Retirement Planning Philosophy and...
View ArticleSocial Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A...
While Jim is attending a conference, Chris is joined by Jake to discuss listener questions relating to Social Security benefits, RMD taxes, IRMAA, and taxability considerations for claiming Social...
View ArticleFalse Facts and Real Consequences: EDU #2509
Chris’s Concise Summary: Jim and Chris examine a recent Suze Orman article on inherited IRA rules, identifying key errors that could mislead readers. They clarify the nuances of the 10-year rule,...
View ArticleSocial Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 plans, Fun Vision, and Annuities. (Intro – 12:00) Chris provides a Social Security PSA. (19:00) A listener wonders...
View ArticleSetting the Record Straight on Clickbait vs Reality: EDU #2510
Chris’s Summary: Jim is at yet another industry conference, so Jake is stepping in to join me this week. We pick up where Jim and I left off last time, discussing misleading financial articles. This...
View ArticleQualified Dividends, Gifting Strategies, Roth Conversions, and Trust...
Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent...
View ArticleIRA Rules Quiz: EDU #2511
Chris’s Summary: Jim’s back from his conference and Jake joined the show again this week as we tackled the latest Ed Slott quiz. Unlike last time, Jim didn’t give us the book to reference—so Jake and I...
View ArticleSocial Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA...
Jim and Chris answer listener questions on Social Security records, GPO, QCD timing, annuity costs, and excess IRA contributions. (10:30) Georgette asks about fixing gaps in her Social Security record....
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