Podcast Episodes
Back to SearchThe QLAC 1098-Q: EDU #2549
Chris’s Summary
Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We compare i…
10 months, 1 week ago
IRMAA Brackets and QLACs: Q&A #2548
Jim and Chris discuss listener questions on IRMAA brackets and several QLAC topics including RMD interaction, suitability, payout values, and purchas…
10 months, 2 weeks ago
QLAC Use Cases and Planning: EDU #2548
Chris’s Summary
Jim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities…
10 months, 2 weeks ago
Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s classification, concerns about buffer-style funds, the growing …
10 months, 3 weeks ago
QLAC Rules and Uses: EDU #2547
If you would prefer to miss Jim’s update on his broken-down truck and recent travels you can skip ahead to (12:45).
Chris’s Summary
Jim and I walk thr…
10 months, 3 weeks ago
Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
Jim and Chris discuss listener questions on Social Security claiming timing with a listener PSA on application details, Social Security earnings rule…
11 months ago
2026 Social Security Changes: EDU #2546
Chris’s Summary
With Jim away this week, I review the 2026 Social Security changes from the recently released SSA Fact Sheet covering the 2.8% COLA, t…
11 months ago
Social Security and Roth Conversion Strategies: Q&A #2545
With Jim is away at a conference, Chris is joined by Jake to discuss listener questions on Social Security survivor benefits, and Roth conversion str…
11 months, 1 week ago
Retirement Preparedness and Planning Lessons: EDU #2545
Chris’s Summary
Jim and I explore retirement preparedness through a listener’s experience navigating a sudden medical diagnosis, relocation for care, …
11 months, 1 week ago
Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
Jim and Chris discuss listener questions on Social Security COLA timing, spousal claiming strategy, IRMAA tax treatment, Roth IRA rollovers from 529 …
11 months, 2 weeks ago