Taxes and Roth Recharacterizations
March 12, 2016
Jim and Chris discuss what you can do to minimize the impact on your taxes if you converted an IRA to a Roth IRA and then the Roth dropped in value. They also discuss some potentially no-so-great financial advice that Chris heard on another radio show involving paying down debt and Thrift Savings Plan accounts. And… Jim and Chris answer a question from a caller regrading how much money you...
Listen NowPension Lump-Sum Benefit
March 5, 2016
Jim and Chris answer listeners’ email questions during this show including: if your pension has a lump-sum payment option, how can you calculate what that payment would be? Regarding Social Security, if an individual filed and suspended their benefit already, will the new Social Security rules impact him or her? If you have multiple IRAs, what are important things to consider if you want...
Listen NowIntricacies of Social Security
February 27, 2016
Social Security can be a complicated and overwhelming mess if you don’t understand all it’s ins and outs. For this show, Jim and Chris answer listeners’ questions on multiple SS topics including: filing restricted applications, spousal benefits and delayed retirement credits, the earnings test and adjustment at full retirement age, and filing and suspending benefits....
Listen NowSpecial Needs Trusts
February 20, 2016
What are special needs trusts? Why would someone need one? What are the best practices for establishing one? Special guest Jan Lord, an estate planning attorney specializing in elder law, joins Jim, Chris and Peter to discuss special needs trusts and estate planning considerations when a special needs child is involved....
Listen NowThe Top 7 Things That Surprised Retirement Experts When They Retired
February 13, 2016
Retirement can be downright complex, and even those who think they are ready for it can be surprised when they get into the thick of things. Jim, Chris and Justin discuss a Forbes article from June, 2015 that looks at the top 7 things that surprised retirement experts when they retired including Medicare, travel costs and actually spending (instead of saving) your money....
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