Podcast Episodes
Back to SearchIRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
Jim and Chris discuss listener questions on IRMAA reductions and Roth-conversion effects, widow filing status and IRMAA, in-kind stock Roth conversio…
9 months, 1 week ago
Discussing An Article On Retirement Planning: EDU #2538
If you would like to skip over Chris and Jim chatting about a recent Colorado hail storm and Jim’s garden while he’s in Ohio, please skip to the 7:45…
9 months, 1 week ago
Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
Jim and Chris discuss a listener PSA on WEP treatment for foreign pensions, followed by questions on Social Security strategies, benefit calculators,…
9 months, 2 weeks ago
Planning for Taxes in Retirement: EDU #2537
If you would like to skip over Chris and Jake chatting about Jake’s recent trip to Ireland you can go to 7:00.
Chris’s Summary
I am joined by Jake tod…
9 months, 2 weeks ago
Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
Jim and Chris discuss listener questions on surviving spouse Social Security benefits and Roth conversions, SSDI and pensions, the Social Security Fa…
9 months, 3 weeks ago
Behavioral Finance in Retirement Planning: EDU #2536
Chris’s Summary
Jim and I look at behavioral finance in retirement planning, noting that spending from secure income feels safer while drawing from as…
9 months, 3 weeks ago
Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535
Jim and Chris discuss listener questions on Social Security timing rules, retroactive benefits for an ex-spouse, investment strategy philosophy, frat…
9 months, 4 weeks ago
Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535
If you are not in the mood for Jim and Chris’s delightful banter, you can skip ahead to (5:45).
It should be noted that of all the episodes to start …
10 months ago
Social Security, PSA, Annuities, RMD Rules: Q&A #2534
Jim and Chris discuss listener questions on Social Security retroactive payments and delayed retirement credit timing, share a listener PSA on horse …
10 months ago
Catch Up Contributions: EDU #2534
Chris’s Summary
Jim and I review catch up contributions across IRAs and workplace plans using questions from the Ed Slott training quiz. We clarify t…
10 months, 1 week ago