Pre-Retirement vs Post-Retirement Considerations
July 30, 2016
Before you retire, you’re more concerned with saving for your retirement. After you retire, you’re more concerned with how to spend your money. You need different approaches to managing your retirement accounts pre and post retirement, but do you know what those approaches are? Jim and Chris discuss some of the things you’ll need to consider in the different phases of your...
Listen NowTaxes in Probate
July 23, 2016
Jim, Chris and Peter Scott answer estate planning email questions from listeners. Topics include taxes in probate, a step up in basis, estate income tax and end of life planning. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-23-16.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe:...
Listen NowChanges to Social Security?
July 16, 2016
Most of us will probably agree that Social Security can’t keep going the way it has been, but how do we fix it? Jim and Chris discuss recommendations for changes to Social Security by the Commission on Retirement Security and Personal Savings. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-16-16.mp3 Podcast: Play in new window |...
Listen NowLTC Question
July 9, 2016
A listener recently emailed a question regarding a Long Term Care (LTC) insurance policy that will return your premiums as a death benefit if you die before you can use the long term care or if you cancel the policy . Jim, Chris and Justin Fundalinski answer the question and discuss options for long term care insurance. Plus, what is the difference between an investment manager and a retirement...
Listen NowDeferred Income Annuity vs Long Term Care Insurance
July 2, 2016
Jim, Chris and special guest Justin Fundalinski answer an interesting question from a listener who wanted to know if he would be better off with a Deferred Income Annuity or a Long Term Care insurance policy. This show discusses Qualified Longevity Annuity Contracts (QLAC) which are fixed insurance products. QLACs are offered for sale through Jim Saulnier and Associates LLC. Cambridge does not...
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