Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013
March 30, 2020

Jim and Chris answer a live caller’s question about using indexed universal life insurance (IUL) as a way to fund retirement. They also answer some tax questions from listener’s emails. (2:05) Live caller “George” would like to discuss with Jim and Chris the pros and cons of using indexed universal life insurance to fund retirement. (37:11) A listener wonders if...
Listen NowChoices in Generated Secure Income: EDU #2012
March 25, 2020

As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E12.mp3 Podcast: Play in new window | Download...
Listen NowIRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012
March 21, 2020

Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...
Listen NowConsidering the Coronavirus While Retirement Planning: EDU #2011
March 18, 2020

In today’s EDU, Jim and Chris chat about retirement planning while considering “black swan events” such as the current coronavirus outbreak. Although the coronavirus is a hot topic right now, what can one do when facing other similar unexpected events while trying to plan retirement?...
Listen NowCovering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011
March 14, 2020

In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule. (4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation. (18:55) A listener from New Jersey would like to discuss the probability of an asset cap limit...
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