Longevity Risk Beyond Money: EDU # 2638
Chris’s Summary Jim and I use a Life Annuity Specialist article on pension risk transfer mortality models to examine longevity risk fo...
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The Retirement and IRA Show
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Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638
Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a QLAC, investment positioning acros...
Power of Attorney Mistakes: EDU #2637
Chris’s Summary Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along...
Heart Screening, Healthy Aging in Retirement: Q&A #2637
Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery calcium scoring, followed by a broader...
Review of a DIY Retirement Plan: EDU #2636
Chris’s Summary Jim and I continue our Fun Number series with a listener email laying out a DIY retirement plan built account by accou...
IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636
Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuiti...
Investment Positioning Questions: EDU #2635
Chris’s Summary Jim and I are joined by Jacob as we tackle four listener questions on Investment Positioning , covering Quicken tools...
Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635
Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financing a home purchase, and using a fixe...
Spending Retirement Savings: EDU #2634
Chris’s Summary Jim and I continue our discussion on the Fun Number , this time as a dialogue episode built around one listener’...
Social Security, Early Withdrawals, SPIAs, QLACs, Retirement Strategy: Q&A #2634
Jim and Chris discuss listener emails on spousal Social Security timing, a listener PSA on the super catch-up contribution rule, early withd...
Extending Your Go-Go Years: EDU #2633
Chris’s Summary Jim and I are joined again by Dr. Philip Snyder as we continue looking at narrowing the gap between healthspan and lif...
Social Security, IRMAA, Roth Conversions, Roth Contributions, TEFRA: Q&A #2633
Jim and Chris discuss listener emails on the Social Security Fairness Act, an IRMAA question involving deferred compensation, Roth conversio...
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...
Spousal 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,...