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Stretch IRA Eligibility: EDU #2641
If you would prefer to skip Jim and Chris chatting about fall weather in Colorado and Ohio, Jim’s upcoming trip to Nashville, and country music, you …
1 day, 13 hours ago
Social Security, Milestone Ages, HSAs, Roth Withdrawals, Annuity Providers: Q&A #2641
Jim and Chris discuss listener emails on Social Security first check timing at age 70 and child-in-care spousal benefits, additional milestone ages a…
5 days, 13 hours ago
Single Life Pension Tradeoffs: EDU #2640
Chris’s Summary:
With Jim traveling, I’m joined by the newest member of the Jim Saulnier & Associates team, Tom Stivers, to review an email from a l…
1 week, 1 day ago
HSA Catch-up PSA, Social Security, IRMAA, Roth Conversion, Annuity Timing: QA #2640
Jim and Chris discuss listener emails, beginning with a listener PSA on HSA catch-up contributions at age 55, then cover Social Security spousal bene…
1 week, 5 days ago
Retirement Milestone Ages: EDU #2639
If you would prefer not to learn about Jim’s upcoming drive to Ohio and the family change of plans also sending him to Massachusetts, you can skip to…
2 weeks, 1 day ago
Social Security, IRMAA, Annuity Purchase, MDF Calculations: Q&A #2639
Jim and Chris discuss listener emails on the best month to claim Social Security, IRMAA strategy for married couples, Social Security ex-spouse benef…
2 weeks, 5 days ago
Longevity Risk Beyond Money: EDU # 2638
Chris’s Summary
Jim and I use a Life Annuity Specialist article on pension risk transfer mortality models to examine longevity risk for individual re…
3 weeks, 1 day ago
Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638
Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a QLAC, investment positioning across taxable…
3 weeks, 5 days ago
Power of Attorney Mistakes: EDU #2637
Chris’s Summary
Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along with points from Pet…
4 weeks, 1 day ago
Heart Screening, Healthy Aging in Retirement: Q&A #2637
Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery calcium scoring, followed by a broader conversa…
1 month ago