Podcast Episodes
Back to SearchEd Slott Quiz – Widow(er) Tax Penalty and Inherited IRA Rules: EDU #2611
Chris’s Summary
Jim and I discuss the Ed Slott quiz questions from his November advisor training, opening with the widow/widower tax penalty and requ…
6 months, 4 weeks ago
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…
7 months 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…
7 months 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…
7 months, 1 week 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…
7 months, 1 week 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…
7 months, 2 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…
7 months, 3 weeks 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…
7 months, 3 weeks 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…
7 months, 4 weeks 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…
8 months ago