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IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636
Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflatio…
1 month, 1 week ago
Investment Positioning Questions: EDU #2635
Chris’s Summary
Jim and I are joined by Jacob as we tackle four listener questions on Investment Positioning , covering Quicken tools for tracking po…
1 month, 1 week ago
Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635
Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financing a home purchase, and using a fixed indexed…
1 month, 1 week ago
Spending Retirement Savings: EDU #2633
Chris’s Summary
Jim and I continue our discussion on the Fun Number, this time as a dialogue episode built around one listener’s hesitation around sp…
1 month, 2 weeks ago
Social Security, Early Withdrawals, SPIAs, QLACs, Retirement Strategy: Q&A #2634
Jim and Chris discuss listener emails on spousal Social Security timing, a listener PSA on the super catch-up contribution rule, early withdrawals fr…
1 month, 2 weeks ago
Extending Your Go-Go Years: EDU #2633
Chris’s Summary
Jim and I are joined again by Dr. Phillip Snider as we continue looking at narrowing the gap between healthspan and lifespan and exte…
1 month, 3 weeks ago
Social Security, IRMAA, Roth Conversions, Roth Contributions, TEFRA: Q&A #2633
Jim and Chris discuss listener emails on the Social Security Fairness Act, an IRMAA question involving deferred compensation, Roth conversions before…
1 month, 3 weeks ago
Investment Positioning Part 2: EDU #2632
Chris’s Summary
Jim and I are joined by Jacob Vonloh as we continue our discussion on investment positioning, wrapping up asset placement for emergen…
2 months ago
Spousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632
Jim and Chris discuss listener emails on Social Security spousal benefits, a listener PSA on HSA tax strategies and treasuries, and inherited IRA RMD…
2 months ago
Investment Positioning Explained: EDU #2631
If you’d like to skip past Jim, Chris, and Jacob’s opening chat about Jacob relocating to Iowa, Jim’s hiking plans, weather, office dog Apollo, and g…
2 months, 1 week ago