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With Jim, Chris & Peter
Listen to The Retirement and IRA Show, a Business podcast by Jim Saulnier, CFP® & Chris Stein, CFP®. Stream 104 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Jim and Chris discuss listener emails on IRMAA appeals, Social Security survivor benefits, a Venn Diagram PSA, Roth IRA spousal rollover and...
Chris’s Summary Jim and I discuss the Safe Withdrawal Rate as a projection tool before retirement, but not as the distribution tool we...
Jim and Chris discuss emails on Social Security survivor benefit strategies, IRMAA exceptions, Roth conversion timing during market downturn...
Chris’s Summary Jim and I continue our discussion of the New York Times article titled “You Saved and Saved for Retirement. Now...
Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across br...
Chris’s Summary Jim and I discuss retirement spending plans through the lens of a New York Times article titled “You Saved and S...
Jim and Chris discuss listener emails on Social Security benefits for a family with a disabled adult child, survivor benefits, ERISA vs. non...
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...
Jim and Chris discuss listener emails on Social Security claiming strategies, financial education electives for a college student, a listene...
Chris’s Summary Jim and I share retirement lessons learned from a listener’s account of his mother. Her husband’s survivor...
Jim and Chris discuss listener emails on Social Security claiming strategies, IRMAA income adjustments, a listener PSA on the Roth five-year...
If you would like to skip over the guys’ banter this week about Jim’s experience going to a Cincinnati Reds game, you can go to...
Jim and Chris discuss listener emails on Social Security timing, whether you can “leave” your Social Security benefit to a spous...
Note : In this episode some information regarding the 5-year rule was misstated – one must get through the fifth, not just be in the f...
Jim and Chris discuss listener emails, opening with listener PSAs on Medicare Advantage HSA reimbursement eligibility, then moving into ques...
Chris’s Summary Jim and I discuss the Ed Slott quiz questions from his November advisor training, opening with the widow/widower tax p...
Chris is joined by Jake Turner to discuss listener emails on tax filing for mega backdoor Roth contributions, use of HSA funds , I Bonds red...
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 pens...
Jim and Chris discuss listener emails on PSAs regarding IRMAA reimbursements, RMD in-kind transfers, and naming a conduit trust as a retirem...
Chris’s Summary Jim and I continue our discussion on 99 Retirement Tips from Fisher Investments, picking up where we left off last wee...
Jim and Chris discuss listener emails on Social Security survivor benefits, IRMAA relief and the SSA-44 process, the Social Security earning...
Chris’s Summary Jim and I review Fisher Investments’ 99 Retirement Tips and begin working through the list, covering only a handful in...
Jim and Chris are joined by Jake Turner to discuss listener emails in this special tax related episode covering Roth conversions after RMD a...
If you would rather not listen to the guys’ banter about Jacob’s upcoming move to Iowa, Jim’s garden planning, and a listener co...
Jim and Chris discuss listener emails on Medicare Part B decisions for retirees abroad, Social Security survivor benefit surprises, inherite...
Chris’s Summary Jim and I are joined by Steve Sansone as we revisit Cash Balance Plans and respond to listener follow-up emails. (8:30) A CP...
Jim and Chris discuss listener emails on IRMAA appeals using Form SSA-44, avoiding the 10% early withdrawal penalty, and whether a 403(b) di...
Chris’s Summary Jim and I discuss spending anxiety in retirement using a Washington Post article written by a personal finance columnist des...
Jim and Chris discuss listener emails on Social Security timing for HSA contributions, investing in a SPIA vs buffered ETFs, and using SEPP...
If you’d like to skip over the guys chatting about cold weather and football you can to (8:15). Chris’s Summary Jim and I are joined b...
Jim and Chris discuss listener emails on Social Security survivor benefits and the earnings test, share a listener PSA on Social Security ti...
If you want to miss all the fun banter about Jim’s Singo (song bingo) night and his trip to Kentucky and Amish country you can skip ahead to...
Jim and Chris discuss listener questions on Social Security survivor benefits and divorce rules, a listener PSA on spousal benefits, HSA con...
Chris’s Summary Jim and I continue last week’s EDU discussion on Roth IRA mistakes from an Investopedia article. We cover direct versus 60-d...
Jim and Chris are joined by Jake to discuss listener questions on SSA-44 and IRMAA surcharges, inherited IRA spousal rollover rules, long-te...
If you want to skip over some weather banter you can go to (14:15). Chris’s Summary Jim and I review Roth IRA mistakes and walk through key...
Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA fro...
Chris’s Summary Jim and I review new MYGA variations and examine how insurers and product developers are marketing hybrid annuity designs us...
Jim and Chris discuss listener emails on Social Security filing timing and online claiming language, a listener PSA on IRMAA and the online...
Chris’s Summary Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benef...
Jim and Chris discuss listener emails on Social Security spousal eligibility and claiming coordination, a listener PSA on Social Security pr...
Chris’s Summary Jim and I are joined by Jake Turner as we cover the Math Act and a set of shorter EDU topics Jim has been collecting. We sta...
Jim and Chris discuss listener emails starting with PSAs about IRMAA and Social Security spousal benefit applications, then questions on IRM...
Chris’s Summary Jim and I discuss secure income as we review a Yahoo Finance article for middle-class retirees. We use it to highlight longe...
Jim and Chris discuss listener questions on Social Security family maximum and suspending benefits, a listener PSA on IRMAA premiums, a list...
Chris’s Summary Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We...
Jim and Chris discuss listener questions on IRMAA brackets and several QLAC topics including RMD interaction, suitability, payout values, an...
Chris’s Summary Jim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these...
Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s classification, concerns about buffer-style funds, the...
If you would prefer to miss Jim’s update on his broken-down truck and recent travels you can skip ahead to (12:45). Chris’s Summary Ji...
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The Retirement and IRA Show is listed as a Business show. The show language is listed as English.
This page lists 104 episodes for The Retirement and IRA Show. More episodes are available from the View more button when the list continues.