Questions Relating To Taxes: EDU #2250

December 14, 2022

Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics. (18:00) Georgette from Ohio looks for clarification on the wash sale rules. (37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions. (54:30) A listener asks if they can still make a deductible HSA contribution...

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Social Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250

December 10, 2022

Jim and Chris sit down to discuss listeners questions relating to Social Security, 60-day rollovers, HSAs, and bond ladders. (12:45) George from Kentucky wonders if a spousal Social Security benefit will benefit from a cost of living adjustment (COLA). (20:00) George in Oregon asks a couple of questions regarding the 60-day IRA rollover strategy that was mentioned on a previous show. (32:45) A...

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Questions On Long-Term Care (LTC): EDU #2249

December 7, 2022

Jim, Chris, and in-house long-term care expert, Greg Darden sit down to discuss a handful of listeners questions relating to long-term care insurance. (15:00) A listener wonders if she is too late to purchase long-term care insurance. (37:10) George from North Carolina looks for opinions on his assessment of potentially obtaining long-term care insurance. (50:00) A Californian listener looks for...

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Social Security, IRAs, and Taxes: Q&A #2249

December 3, 2022

Jim and Chris sit down to discuss and answer listeners questions regarding Social Security, IRAs, and taxes. (12:45) A listener from New Jersey wonders why someone would file a restricted application for Social Security. (20:00) A listener from Indiana looks for clarification on a potential IRA rollover strategy to stay below IRMAA limits. (51:00) George from California wonders about having a...

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