Podcast Episodes
Back to SearchIRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606
Jim and Chris discuss listener emails on IRMAA appeals using Form SSA-44, avoiding the 10% early withdrawal penalty, and whether a 403(b) distributio…
4 months, 2 weeks ago
Retirement Spending Anxiety: EDU #2605
Chris’s Summary
Jim and I discuss spending anxiety in retirement using a Washington Post article written by a personal finance columnist describing he…
4 months, 3 weeks ago
Social Security, SPIAs, SEPP 72(t): Q&A #2605
Jim and Chris discuss listener emails on Social Security timing for HSA contributions, investing in a SPIA vs buffered ETFs, and using SEPP 72(t) inc…
4 months, 3 weeks ago
Asset Positioning for Retirees: EDU #2604
If you’d like to skip over the guys chatting about cold weather and football you can to (8:15).
Chris’s Summary
Jim and I are joined by Jacob as we co…
4 months, 4 weeks ago
Social Security, ERISA, LTC: Q&A #2604
Jim and Chris discuss listener emails on Social Security survivor benefits and the earnings test, share a listener PSA on Social Security timing and …
5 months ago
Investing for Retirees: EDU #2603
If you want to miss all the fun banter about Jim’s Singo (song bingo) night and his trip to Kentucky and Amish country you can skip ahead to (16:00).…
5 months ago
Social Security, HSA, and Annuities: Q&A #2603
Jim and Chris discuss listener questions on Social Security survivor benefits and divorce rules, a listener PSA on spousal benefits, HSA contribution…
5 months, 1 week ago
Roth IRA Mistakes, Part 2: EDU #2602
Chris’s Summary
Jim and I continue last week’s EDU discussion on Roth IRA mistakes from an Investopedia article. We cover direct versus 60-day rollove…
5 months, 1 week ago
IRMAA, Inherited IRA, LTC, ACA Tax Credits: Q&A #2602
Jim and Chris are joined by Jake to discuss listener questions on SSA-44 and IRMAA surcharges, inherited IRA spousal rollover rules, long-term care i…
5 months, 2 weeks ago
Roth IRA Mistakes, Part 1: EDU #2601
If you want to skip over some weather banter you can go to (14:15).
Chris’s Summary
Jim and I review Roth IRA mistakes and walk through key rules on e…
5 months, 2 weeks ago