Reducing Required Minimum Distributions
July 29, 2017
After receiving some interesting advice from financial advisors, a listener asks if there really is a way to reduce your required minimum distributions (RMDs). Jim and Chris discuss this topic and also answer a question from a second listener involving Social Security Spousal Benefits. If an individual collects Social Security early, can she later file to collect a spousal benefit?...
Listen NowTax and Planning Issues for Unmarried Couples
July 22, 2017
The first thing to figure out is whether you’re married or not, since common law marriage rules differ from state to state. From there, things can become even more confusing. Chris and Justin Fundalinski discuss some of the matters that need to be considered if you’re in a relationship that hasn’t been formalized by a legal marriage....
Listen NowMarket Downside Protection
July 15, 2017
How can you protect your assets from market downside risk? A listener sent Jim and Chris a complex question involving just this topic. The listener is 60, single and has no children. He’s interested in working until age 70 and wants to protect his assets from a market downturn. The listener has some ideas on how to accomplish this, but his plan has a few misconceptions regarding 401(k)s,...
Listen NowWelcome Back Chris!
July 8, 2017
We begin the show with Chris describing his recent travel experience to Vietnam. He talks about the Vietnamese retirement system which consists of little more than relying on friends and family, as he will explain. Then Jim and Chris talk about two recent court cases regarding mistakes that people made with their IRA’s. Justin Fundalinski joins Jim and Chris to talk about an unique...
Listen NowHappy Independence Day Weekend!
July 1, 2017
Happy Independence Day weekend! We’re taking the weekned off for the holiday, but we’ll be back next week with a new show!
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