Addressing Tax-Focused Questions: EDU #2152
December 29, 2021
Jim, Chris, and Bob sit down to discuss and answer multiple tax-focused questions in the final EDU show of the year. (6:30) George from Texas asks about the potential taxation resulting from trading cryptocurrencies. (13:00) George from New York looks for clarification on Roth conversions, IMRAA, and tax filing status. (25:30) A Virginian listener looks for advice on potentially increasing...
Listen NowSocial Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152
December 25, 2021
Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners. (16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit. (30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds. (35:45) Jim and Chris address a listener...
Listen NowSPIAs, CRATs, CRUTs, and IRAs: EDU #2151
December 22, 2021
Jim and Chris sit down to discuss a listener prompted topic regarding secure income via SPIAs, CRATs, CRUTs, and automatic IRA distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E51.mp3 Podcast: Play in new window | Download (Duration: 1:04:59 — 29.8MB) Subscribe:...
Listen NowSocial Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151
December 18, 2021
Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for him and his wife. (16:15) George...
Listen NowFunding The Minimum Dignity Floor: EDU #2150
December 15, 2021
Jim and Chris sit down to discuss some input for a listener proposing a way to fund the minimum dignity floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E50.mp3 Podcast: Play in new window | Download (Duration: 1:11:40 — 32.8MB) Subscribe:...
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