Elements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239
September 28, 2022
Jim and Chris sit down to discuss/comment on a California listener’s email surrounding a couple elements of his retirement plan and Indexed Universal Life Insurance (IUL) policies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E39.mp3 Podcast: Play in new window | Download (Duration: 1:27:17 — 40.0MB) Subscribe:...
Listen NowSocial Security, Annuities, and Life Insurance: Q&A #2239
September 24, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, and life insurance. (27:30) A Massachusetts listener looks for clarification on his retroactive Social Security benefit. (31:45) George from Kentucky wonders if he can claim a Social Security survivor benefit while delaying his own benefit to age 70. (38:45) George from Texas looks for thoughts on the...
Listen NowMutual Funds and The Investment Advisers Act of 1940: EDU #2238
September 21, 2022
Jim and Chris sit down to discuss a Wall Street Journal article surrounding the topic of mutual funds and the Investment Advisers Act of 1940. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E38.mp3 Podcast: Play in new window | Download (Duration: 1:10:22 — 32.2MB) Subscribe:...
Listen NowACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238
September 17, 2022
Chris and inhouse CPA, Bob Palechek discuss listener questions relating to ACA credits, RMD taxation, IRMAA, and tax diversification. (3:45) A listener in Arizona looks for clarification on how planning for ACA credits should fit into retirement withdrawals. (26:30) Georgette from Texas asks if the RMD total includes Federal tax or if the remainder of the RMD total has to be after-tax. (32:45)...
Listen NowWays To NOT Receive Social Security Benefits: EDU #2237
September 14, 2022
Chris sits down to do a solo episode on the different ways to NOT receive Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E37.mp3 Podcast: Play in new window | Download (Duration: 55:45 — 25.5MB) Subscribe:...
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