Podcast Episodes
Back to SearchHSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
Jim and Chris discuss listener questions on how Medicare enrollment affects HSA contributions, Social Security survivor benefits and IRMAA adjustment…
8 months ago
Social Security Claiming Strategies, Part 1: EDU #2543
Chris’s Summary
Jim and I examine a recent Social Security claiming strategies debate prompted by articles from Derek Tharp and Laurence Kotlikoff. T…
8 months ago
Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542
Jim and Chris discuss listener questions on spousal Roth IRA eligibility, backdoor Roth contributions using a solo 401k, Social Security timing, post…
8 months, 1 week ago
IRA Rollover Mistakes and Exceptions: EDU #2542
To skip over Jim and Chris chatting about the government shutdown delaying Social Security and Medicare announcements, and Jim’s upcoming travel plan…
8 months, 1 week ago
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by questions on Social Security benefit calculations and reduc…
8 months, 2 weeks ago
Military Retirement Planning: EDU #2541
Chris’s Summary:
Jim and I are joined by Rear Admiral Brian Luther to discuss veterans benefits and military retirement planning. We explore how Navy …
8 months, 2 weeks ago
Social Security, Roth Conversions, RMD Calculations: Q&A #2540
Jim and Chris discuss listener questions on Social Security spousal benefits, a listener PSA on IRMAA repayment silence, IRMAA reduction eligibility …
8 months, 3 weeks ago
Delay Period Strategy: EDU #2540
Chris’s Summary
Jim and I return for an EDU dialogue episode focused on a listener’s delay period strategy. His plan includes laddered CDs, equity ETF…
8 months, 3 weeks ago
Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539
Jim and Chris discuss listener questions on Social Security disability, dependent benefits for an adult child, a 60-day rollover nuance, inherited IR…
9 months ago
Tax Planning Strategies: EDU #2539
This week, with Jim away at a conference, Chris is joined by Jake for an EDU episode that takes the shape of a Q&A, focusing on tax planning strategi…
9 months ago