Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240
October 1, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, COLAs, PIAs, annuities, and fun spending. (7:30) A listener asks about the restricted application strategy for Social Security and how it’s monitored/regulated. (16:30) George from Ohio looks for clarification on his spouses Social Security benefit and cost of living adjustment (COLA) for being born in 1961....
Listen NowSocial Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150
December 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas looks for confirmation on his Social Security claiming...
Listen NowSocial Security, Roth 401(k)s, Fun Spending, and Saving For College: Q&A #2146
November 13, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth 401(k)s, fun spending, and saving for college. (7:00) A listener from Connecticut asks about how to get a more accurate estimate of his future Social Security benefit. (13:30) George from North Carolina looks for clarification on Roth 401(k) plans and their related RMDs. (32:00) A Floridian listener wonders...
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...
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