Investment Positioning Part 2: EDU #2632
Chris’s Summary Jim and I are joined by Jacob Vonloh as we continue our discussion on investment positioning, wrapping up asset placem...
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The Retirement and IRA Show
With Jim, Chris & Peter
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20 of 131 episodesSpousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632
Jim and Chris discuss listener emails on Social Security spousal benefits, a listener PSA on HSA tax strategies and treasuries, and inherite...
Investment Positioning Explained: EDU #2631
If you’d like to skip past Jim, Chris, and Jacob’s opening chat about Jacob relocating to Iowa, Jim’s hiking plans, weathe...
Social Security, Estate Planning, Annuity Safety: Q&A #2631
Jim and Chris discuss listener emails on Social Security survivor benefits after the GPO repeal, estate planning for minor children, and ann...
Covering Retirement Income Gaps: EDU #2630
Chris’s Summary Jim and I continue our discussion on the Fun Number , this time tackling what comes out first and how we plan for cove...
Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630
Jim and Chris discuss listener emails on Social Security survivor benefit strategies, a Roth 401(k) catch-up rule loophole, HSA reimbursemen...
Retirement Budgeting – The Fun Number: EDU #2629
Chris’s Summary “Jim and I begin a multi-part discussion on the Fun Number , a retirement budgeting concept for how much someone...
Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629
Jim and Chris discuss the new PROMISE Act’s potential impact on Social Security before covering listener emails on pension RMD timing,...
A Potpourri of Beneficiary Disputes and Tax Laws: EDU #2628
Chris’s Summary Jim and I dig into two beneficiary disputes as part of what we’re calling a “potpourri” EDU show: th...
Healthspan and Retirement Planning for Longevity with Dr. Snider: Q&A #2628
Jim and Chris welcome back returning guest Dr. Phillip Snider for a Q&A episode that plays a little differently than usual. Listener emails...
Funding Essential Expenses in Retirement: EDU #2627
Chris’s Summary Jim and I review a reader-submitted article on funding essential expenses in retirement, examining how one engineer sp...
Social Security, 403b Variable Annuities, Converting Inherited IRAs: Q&A #2627
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited...
What to Know About Jointly Owned Annuities: EDU #2626
Chris’s Summary Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to j...
Social Security, SPIA, SPIA Timing, QLAC: Q&A #2626
Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions...
Annuity Collapse: EDU #2625
Chris’s Summary Jim and I examine an Annuity Collapse involving PHL Variable Insurance Company, a $99,000 annuity, private equity owne...
Social Security, Annuities, Income, Annuities: Q&A #2625
Jim and Chris discuss listener emails on delayed Social Security credits, annuity provider ratings, DIA versus QLAC income planning, and fix...
Forced Annuitization: EDU #2624
Chris’s Summary Jim and I continue our discussion on Forced Annuitization in a highly appreciated non-qualified variable annuity owned...
Social Security, Annuities for LTC Planning: Q&A #2624
Jim and Chris discuss listener emails on Social Security earnings limits, and two emails relating to using annuities for LTC planning. (13:0...
Understanding Forced Annuitization: EDU #2623
Chris’s Summary: Jim and I continue our discussion on annuity basics before turning to a listener’s email centered on forced ann...
Social Security, Rule of 55, QLAC Timing, SPIAs: Q&A #2623
Jim and Chris discuss listener emails on whether Social Security should be compared to an annuity, Rule of 55 distribution rules, using peri...