Mega Roth Conversion Strategies
July 14, 2018
Have you ever wanted to contribute after-tax money to a Traditional 401(k) and then use it to super-fund a Roth IRA? Then you’d have something in common with a listener who emailed Jim recently. Listen to what Jim and Chris have to say about mega Roth conversion strategies. While they’re at it, Jim and Chris also answer questions regarding the Social Security Family Maximum, how to...
Listen NowSocial Security Maximum Family Benefit
July 7, 2018
How exactly does Social Security’s Maximum Family Benefit get calculated? Jim and Chris answer this email question from a listener. They also delve into a Social Security question involving early retirement, pensions and a Social Security benefit for a couple who seem to be pension rich but asset poor....
Listen NowSocial Security Matters
June 30, 2018
Chris and Justin answer listeners’ email questions regarding Social Security. How do SS spousal benefits change if you get remarried? How does the timing of delayed retirement credits work? And how are credits of coverage for Social Security benefits earned? Chris and Justin also discuss the Tax Torpedo....
Listen NowSocial Security Divorced Spouse Benefits and Survivor Benefits
June 23, 2018
How does applying for Medicare work for a divorced spouse who does not have a Social Security record of her own and when can the divorced spouse collect her spousal benefit? Jim and Chris answer these and other email questions from listeners including: Are there good financial planning software tools for do-it-yourselfers? And, how is a survivor’s benefit calculated if the deceased spouse...
Listen NowMutual Fund Fees, HSAs, and SS Tax Torpedo
June 16, 2018
This week Jim and Chris answer a question from a listener on mutual fund fees, how the fees are debited from a mutual fund, and what they would consider too high of a mutual fund fee. They then discuss a listener’s input on health savings accounts and how she uses them to plan for her early retirement. In the Colorado show, the guys answer two listeners’ questions on SS and talk about...
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