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...
Listen NowSocial Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151
December 18, 2021
Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for him and his wife. (16:15) George...
Listen NowInflation Adjusted Securities: EDU #2128
July 14, 2021
Chris sits down with in-house investment expert, Scott Roark to discuss inflation expectations as well as inflation adjusted securities such as I bonds and TIPS. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E28.mp3 Podcast: Play in new window | Download (Duration: 47:53 — 21.9MB) Subscribe:...
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...
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