Podcast Episodes
Back to SearchSocial Security, Annuity RMDs, Annuity Laddering: Q&A #2622
Jim and Chris discuss listener emails on Social Security survivor and ex-spouse benefits, using annuity income to satisfy RMDs, and annuity laddering…
4 months, 2 weeks ago
Income Annuities in Retirement: EDU #2621
Chris’s Summary
Jim and I discuss income annuities in retirement as a lead-in to National Annuity Awareness Month, using a Fidelity Viewpoints articl…
4 months, 2 weeks ago
Social Security, Withdrawal Strategy, HSAs, 4% Rule, Roths, Retirement Trust: Q&A #2621
Jim and Chris discuss listener emails on Social Security spousal benefits, portfolio withdrawal strategy for early retirement, HSA and Medicare premi…
4 months, 3 weeks ago
Delay Period Funding Strategy: EDU #2620
Chris’s Summary:
Jim and I discuss a listener’s strategy for funding the delay period in this dialog show. A 59-year-old chemical engineer shares his…
4 months, 3 weeks ago
IRMAA, Social Security, Tax Diversification, Delay Period, Inherited IRA: Q&A #2620
Jim and Chris discuss listener emails on the SSA-44 and IRMAA process for a couple approaching Medicare, Social Security survivor benefit strategy, t…
5 months ago
Enjoying a Healthy Retirement: EDU #2619
Chris’s Summary
Jim and I are joined by Dr. Phillip Snider, in what we hope is his first appearance of many, as we discuss what a healthy …
5 months ago
IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
Jim and Chris discuss listener emails on IRMAA appeals, Social Security survivor benefits, a Venn Diagram PSA, Roth IRA spousal rollover and the five…
5 months, 1 week ago
Is The Safe Withdrawal Rate Useful? EDU #2618
Chris’s Summary
Jim and I discuss the Safe Withdrawal Rate as a projection tool before retirement, but not as the distribution tool we would use for …
5 months, 1 week ago
Social Security, IRMAA, Roth Conversions, IRA Beneficiaries: Q&A #2618
Jim and Chris discuss emails on Social Security survivor benefit strategies, IRMAA exceptions, Roth conversion timing during market downturns, and th…
5 months, 2 weeks ago
Retirement Spending Phases: EDU #2617
Chris’s Summary
Jim and I continue our discussion of the New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cas…
5 months, 2 weeks ago