Social Security Trivia
September 26, 2015
Are you a Social Security know-it-all or could you use a little work? Chris and Peter (Jim is out of town) ask listeners a number of basic Social Security questions that were originally generated by MassMutual to see how well people really understand this topic. Chris and Peter also answer listeners’ questions regarding the differences between 401(k)s and Roth 401(k)s, and whether or not...
Listen NowA Reduction In Social Security Benefits?
September 19, 2015
Believe it or not, if you were born in 1947 you missed out on a Social Security Cost of Living Adjustment (COLA) that could have increased your Social Security benefit by over 5%. Jim, Chris and Peter discuss how this COLA glitch works. They also talk about the lax regulations controlling who can be a financial advisor or planner, bring up an email from a listener in Belarus and give a reminder...
Listen NowCommon Law Marriage and Your 401(k)
September 12, 2015
Some states (like CO) have very loose rules when it comes to common law marriage. Under the Employee Retirement Income Security Act (ERISA), your spouse must be named the beneficiary of some retirement plans like 401(k)s, so what do you do when a non-spouse could be considered a spouse under common law? Jim, Chris and Peter discuss this topic and also answer some very good questions from...
Listen NowPassing On “Tricky Assets” to Your Heirs
September 5, 2015
Jim recently read an interesteing article involving how to pass on “tricky assets” to your heirs. What do you do with things like pets, airline miles or vacation homes? Jim, Chris and Peter discuss how best to deal with these assets. Also during this show, Jim, Chris and Peter discuss HIPAA waivers and medical powers of attorney for college-age children and a Tax Court case...
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