Jim and Chris once again welcome their colleague, Jake Turner, EA, and Candidate for CFP® certification, to the show. Together, they address listener questions and take a deeper dive into their retirement planning philosophy and process.

The post Retirement Planning Philosophy and Process Dialog: EDU #2450 appeared first on The Retirement and IRA Show.

Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income. (10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security (19:30) A listener looks for a better understanding of […]

The post Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.

Chris is joined by estate planning attorney Shelley Thompson while Jim is traveling. Chris and Shelley discuss common mistakes people make with their Wills.

The post Common Estate Planning Mistakes: EDU #2449 appeared first on The Retirement and IRA Show.

Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as you turn 70. (13:00) The guys are asked for their input on Social Security claiming strategy. (21:00) Jim and Chris discuss whether […]

The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.

Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy.

The post 60-day Rollover Conversion Strategy: EDU #2448 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a […]

The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.

Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!).

The post Roth Conversions and RMDs: EDU #2447 appeared first on The Retirement and IRA Show.

Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs. (11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet. (19:00) Chris tackles an interesting Social Security survivor […]

The post Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446 appeared first on The Retirement and IRA Show.