Spooky Social Security Stories
October 31, 2015
Just in time for Halloween – spooky Social Security stories! The Budget Bill that was passed by Congres and anticipated to be signed into law by the President on November 2, 2015 has spooky implications for some Social Security claiming strategies. Jim, Chris and Peter discuss these impliactions and how they could affect you....
Listen NowFixed Annuities vs Bank CDs
October 24, 2015
Have you ever wondered what the differences are between fixed annuities and bank CDs? Well, then this show is for you. Jim, Chris and Peter discuss how flexible these two are, how they are taxed, what the penalties are for cashing a policy or a CD early, how suitable each of these are for certain situations, and how each of these transfer to heirs at the death of the owner....
Listen NowRequired Minimum Distributions
October 17, 2015
When you turn 70 1/2, you need to take required minimum distributions (RMDs) from your retirement accounts, but different retirement accounts have different rules. Jim, Chris and Peter review the RMD rules for IRAs versus employer plans like 401(k), 457, 403(b), etc. They also give a warning about possible 403(b) RMD issues involving TIAA-Cref accounts. In addition, Peter addresses an email...
Listen NowElder Law, Estate and Retirement Planning Q&A
October 10, 2015
Jim, Chris and Peter are joined again by Jan Lord, an attorney focusing on elder law, to answer listeners’ questions regarding elder law, estate planning and retirement planning. This week, listeners ask questions including: “What does it cost to set up basic estate planning documents like a will and Powers of Attorney?”, and “How do Social Security survivor benefits...
Listen NowElder Law
October 3, 2015
Jim, Chris and Peter have a special guest for this show; Jan Lord, Esq., an attorney who specializes in elder law. Topics discussed include: how to cover rehabilitation expenses after you’ve exhausted Medicare benefits, Medicaid long term care vs. health care coverage, Medicaid income and asset limits, and Medicaid risks for 401(k)s, IRAs and other types of retirement account assets....
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