Podcast Episodes

Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611

Chris is joined by Jake Turner to discuss listener emails on tax filing for mega backdoor Roth contributions, use of HSA funds, I Bonds redemption ti…

3 months, 1 week ago

Retirement Planning With a Defined Benefit Pension: EDU #2610

Chris’s Summary
With Jim at the T3 conference in New Orleans, I am joined by Jake Turner to cover how to factor a defined benefit pension into retire…

3 months, 2 weeks ago

IRMAA, RMDs, Conduit Trust: Q&A #2610

Jim and Chris discuss listener emails on PSAs regarding IRMAA reimbursements, RMD in-kind transfers, and naming a conduit trust as a retirement accou…

3 months, 2 weeks ago

Fisher’s 99 Retirement Tips, Part 2: EDU #2609

Chris’s Summary
Jim and I continue our discussion on 99 Retirement Tips from Fisher Investments, picking up where we left off last week. We cover inv…

3 months, 3 weeks ago

Social Security, IRMAA, Disclaiming Inheritances, Roth Conversions: Q&A #2609

Jim and Chris discuss listener emails on Social Security survivor benefits, IRMAA relief and the SSA-44 process, the Social Security earnings test, d…

3 months, 4 weeks ago

Fisher’s 99 Retirement Tips: EDU # 2608

Chris’s Summary
Jim and I review Fisher Investments’ 99 Retirement Tips and begin working through the list, covering only a handful in this episode. W…

4 months ago

Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608

Jim and Chris are joined by Jake Turner to discuss listener emails in this special tax related episode covering Roth conversions after RMD age, balan…

4 months ago

Using Buffered ETFs: EDU #2607

If you would rather not listen to the guys’ banter about Jacob’s upcoming move to Iowa, Jim’s garden planning, and a listener correction about the wo…

4 months, 1 week ago

Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607

Jim and Chris discuss listener emails on Medicare Part B decisions for retirees abroad, Social Security survivor benefit surprises, inherited Roth IR…

4 months, 1 week ago

Cash Balance Plans Part 2: EDU #2606

Chris’s Summary
Jim and I are joined by Steve Sansone as we revisit Cash Balance Plans and respond to listener follow-up emails.

(8:30) A CPA asks whe…

4 months, 2 weeks ago