Our Retirement Planning Process Prequel: EDU #2415
April 10, 2024
Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E15.mp3 Podcast: Play in new window | Download (Duration: 1:22:14 — 37.6MB)...
Listen NowIRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
April 6, 2024
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going to touch on which questions you should ask...
Listen NowCapital Gains and Wash Sale Rule: EDU #2414
April 3, 2024
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E14.mp3 Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe:...
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