Determining What You’re Paying Your Financial Advisor: EDU #1945
December 18, 2019
Jim and Chris address a listener’s email about how to determine what you’re paying your financial advisor. This question stems from a previous podcast episode in which Jim and Chris discussed advisor fees—here they discuss confirming your fee calculations to be sure you’ve got it right....
Listen NowRecovering After-Tax Money, SS Estimates, and HELOCs: Q&A #1946
December 7, 2019
December is already a week in (wow!) and Jim and Chris answer questions about recovering after-tax money, Social Security estimates, and HELOCs. (10:29) A listener asks about recovering after-tax money in an IRA or QRP that has been annuitized. (27:30) This question is about estimates provided by the SSA: do they assume that earnings in the prior year will continue until retirement? (38:28) A...
Listen NowUpcoming Year Tax Changes: EDU #1943
December 4, 2019
Special guest speaker Jo Madonna (enrolled tax agent) takes the stage with Chris to discuss the year-end and upcoming year tax changes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E43.mp3 Podcast: Play in new window | Download (Duration: 33:21 — 15.3MB) Subscribe:...
Listen NowAUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945
November 23, 2019
In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs. (9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model. (27:58) A listener from New Mexico asks about filing for Social Security before full...
Listen NowABLE Accounts: EDU #1942
November 20, 2019
Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life....
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