Covering 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...
Listen NowThings to Consider when Considering a Roth Conversion: EDU #2010
March 11, 2020
Jim, Chris, and Bob all discuss this topic today brought to us by a listener’s email: things to consider when considering a Roth conversion. The simple question of “should I convert to a Roth?” comes with a multi-faceted answer! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E10.mp3 Podcast: Play in new window |...
Listen NowLive Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007
February 15, 2020
A live caller and an email comment from a financial planner are featured on today’s podcast. Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies. (3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement (35:45) George continues by asking how to establish secure...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006
February 12, 2020
This is Part 4 of the show series in which Jim and Chris continue to describe their retirement planning approach and process. In Parts 1 and 2 they discussed mostly the why and philosophy of their approach. In Part 3 they explained further how they begin their planning process, using a fictitious couple as an example. In this episode, Jim and Chris continue using this fictitious couple to...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 1: EDU #2003
January 22, 2020
This is the first of several shows describing Jim & Chris’s retirement planning approach and process. On this episode they talk about their backgrounds and how they got into retirement planning, as well as the key events in their lives that lead them to the philosophy behind their approach....
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