Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004
January 25, 2020
With just three questions today, Jim and Chris discuss tax-planning windows, bucketing, and variable annuities. (6:06) Georgette from Georgia asks how she can place herself in the best position for the tax-planning window. (23:40) A Californian would like to know how Jim’s implementation of bucketing is different from plain asset allocation. (44:00) Another financial planner reaches out to...
Listen NowEdu #1921: Bucketing with Annuities
June 5, 2019
Have you encountered an Advisor who recommended Bucketing with annuities predominantly? On this Edu episode, Jim and Chris respond, in-depth, to a listener looking for clarity on using annuities as their “buckets”. The guys discuss reasons to be cautious and the steps you can take to ensure that you’re not just being sold a product package. ...
Listen NowEdu: Minimum Dignity Floor and Bucket Planning
March 27, 2019
What is the minimum dignity floor and how does it work with the bucketing strategy for retirement planning? What are the factors to consider when planning for your Minimum Dignity Floor and how to cover it? A New Jersey listener’s question prompts Jim and Chris to delve into the details of both what they call the “minimum dignity floor” and bucketing. If you’re still...
Listen NowQ&A: Living Trust as Beneficiary and Bucketing
February 2, 2019
Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window |...
Listen NowEDU: Philosophy of the Bucketing Strategy
January 16, 2019
Previously when discussing “Bucketing,” Jim and Chris have primarily focused on the “how”. On this podcast, they focus on the “why” and explain the philosophy and justification for the bucketing strategy. The guys also discuss a recent academic study from Barcelona, Spain that questions the viability of bucketing as a retirement planning strategy and explain...
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