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...
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The Retirement and IRA Show
With Jim, Chris & Peter
The Retirement and IRA Show Podcast Guide
Listen to The Retirement and IRA Show, a Business podcast by Jim Saulnier, CFP® & Chris Stein, CFP®. Stream 113 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
20 of 113 episodesSocial 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...
Annuity Basics: EDU #2622
Chris’s Summary Jim and I tackle annuity basics to start off another National Annuity Awareness Month. We cover what annuities are as...
Social Security, Annuity RMDs, Annuity Laddering: Q&A #2622
Jim and Chris discuss listener emails on Social Security survivor and ex-spouse benefits, using annuity income to satisfy RMDs, and annuity...
Income Annuities in Retirement: EDU #2621
Chris’s Summary Jim and I discuss income annuities in retirement as a lead-in to National Annuity Awareness Month, using a Fidelity Vi...
Social Security, Withdrawal Strategy, HSAs, 4% Rule, Roths, Retirement Trust: Q&A #2621
Jim and Chris discuss listener emails on Social Security spousal benefits, portfolio withdrawal strategy for early retirement, HSA and Medic...
Delay Period Funding Strategy: EDU #2620
Chris’s Summary: Jim and I discuss a listener’s strategy for funding the delay period in this dialog show. A 59-year-old chemica...
IRMAA, Social Security, Tax Diversification, Delay Period, Inherited IRA: Q&A #2620
Jim and Chris discuss listener emails on the SSA-44 and IRMAA process for a couple approaching Medicare, Social Security survivor benefit st...
Enjoying a Healthy Retirement: EDU #2619
Chris’s Summary Jim and I are joined by Dr. Philip Snyder, in what we hope is his first appearance of many, as we discuss what a healt...
IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
Jim and Chris discuss listener emails on IRMAA appeals, Social Security survivor benefits, a Venn Diagram PSA, Roth IRA spousal rollover and...
Is The Safe Withdrawal Rate Useful? EDU #2618
Chris’s Summary Jim and I discuss the Safe Withdrawal Rate as a projection tool before retirement, but not as the distribution tool we...
Social Security, IRMAA, Roth Conversions, IRA Beneficiaries: Q&A #2618
Jim and Chris discuss emails on Social Security survivor benefit strategies, IRMAA exceptions, Roth conversion timing during market downturn...
Retirement Spending Phases: EDU #2617
Chris’s Summary Jim and I continue our discussion of the New York Times article titled “You Saved and Saved for Retirement. Now...
Social Security, Wash Sales, Taxes: Q&A #2617
Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across br...
Retirement Spending Plans: EDU #2616
Chris’s Summary Jim and I discuss retirement spending plans through the lens of a New York Times article titled “You Saved and S...
Social Security, ERISA, Trusts: Q&A #2616
Jim and Chris discuss listener emails on Social Security benefits for a family with a disabled adult child, survivor benefits, ERISA vs. non...
Tax Rules and Mistakes: EDU #2615
Chris’s Summary Jim and I are joined by Jake as we discuss tax rules and mistakes through two tax-focused PSAs before moving into list...
Social Security, Inheritance Strategy, SEP IRA Conversions: Q&A#2615
Jim and Chris discuss listener emails on Social Security claiming strategies, financial education electives for a college student, a listene...
Retirement Lessons Learned: EDU #2614
Chris’s Summary Jim and I share retirement lessons learned from a listener’s account of his mother. Her husband’s survivor...
Social Security, 5-year Rule, Conduit Trusts, Inherited IRAs: Q&A #2614
Jim and Chris discuss listener emails on Social Security claiming strategies, IRMAA income adjustments, a listener PSA on the Roth five-year...
Questions About The Retirement and IRA Show
Where can I listen to The Retirement and IRA Show episodes?
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What is The Retirement and IRA Show about?
The Retirement and IRA Show is listed as a Business show. The show language is listed as English.
How many The Retirement and IRA Show episodes are listed?
This page lists 113 episodes for The Retirement and IRA Show. More episodes are available from the View more button when the list continues.
Quick Answers About The Retirement and IRA Show
Where can I listen to The Retirement and IRA Show?
You can listen to The Retirement and IRA Show episodes on this page by opening an episode and using the site player.
What type of podcast is The Retirement and IRA Show?
The Retirement and IRA Show is listed as a Business show by Jim Saulnier, CFP® & Chris Stein, CFP®.
How many episodes are available?
This page lists 113 episodes for The Retirement and IRA Show where feed data is available.