Preparing Your Portfolio for Distributions
May 26, 2018
Chris and Justin discuss why setting up a bucketing plan before you retire can help avoid the pitfalls of retiring in a down-market year. They discuss the basics of sequential risk, how it effects retirees, and some strategies to avoid it. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-05-26-2018-Podcast.mp3 Podcast: Play in new window |...
Listen NowBucketing – AKA Asset Allocation for Retirees
May 19, 2018
Jim, Chris and Justin respond to an email from an Idaho listener regarding Bucketing: what it is, how it works, and how it fits into retirement planning. They address how Bucketing and specific withdrawal sequence may help reduce the risk of down markets in the early years of retirement. During the second half of the podcast, they address an email question received from a recent widower and...
Listen NowForgotten Form 8606
May 12, 2018
What happens if you forget to file your Form 8606? Jim and Chris answer this question and a couple of others. A listener in CA wants to know what you can do if you disagree with the benefit amount that the Social Security Administration calculates for you. And a DE listener wants to know if you can collect missed survivor benefits if someone in the SS office never told you that you were...
Listen NowSocial Security Grace Year
May 5, 2018
Jim and Chris answer a question from a listener in Kentucky regarding how the SS grace year works. They also discuss how your earnings before signing up for Medicare will impact your Medicare premiums. Jim then gives a partial recap of what he learned at the Retirement Income Summit in Chicago....
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