Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137
September 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, retiree investment portfolios, property decisions, and minimum dignity floor coverage. (2:15) A fellow Coloradoan looks for some clarification on Social Security and claiming a survivorship benefit. (12:30) George from Ohio asks how to build an investment portfolio for a new retiree. (23:00) A listener has a...
Listen NowDiscussing The Financial Planning Magazine: EDU #2136
September 8, 2021
Jim and Chris sit down to discuss some comments that were recently published in the Financial Planning magazine. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:13 — 35.8MB) Subscribe:...
Listen NowSocial Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136
September 4, 2021
Jim and Chris sit down to discuss listener questions about Social Security, inherited Roth IRAs, DIAs, Roth conversions, and durable powers of attorney. (4:30) George asks a question about Social Security claiming strategies for surviving spouses. (17:45) A Minnesotan wonders what the tax implications are when it comes to inherited Roth IRAs. (32:00) An Ohioan asks a question about purchasing a...
Listen NowPension Income Questions: EDU #2135
September 1, 2021
Jim and Chris sit down to discuss a couple questions from a Massachusetts listener relating to possible pension income options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E35.mp3 Podcast: Play in new window | Download (Duration: 1:20:57 — 37.1MB) Subscribe:...
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