Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
August 26, 2023
Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener in Ohio looks for the...
Listen NowLife Insurance Versus Roth IRAs: EDU #2329
July 19, 2023
Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E29.mp3 Podcast: Play in new window | Download (Duration: 1:05:09 — 29.8MB) Subscribe:...
Listen NowQuestions On Long-Term Care (LTC): EDU #2249
December 7, 2022
Jim, Chris, and in-house long-term care expert, Greg Darden sit down to discuss a handful of listeners questions relating to long-term care insurance. (15:00) A listener wonders if she is too late to purchase long-term care insurance. (37:10) George from North Carolina looks for opinions on his assessment of potentially obtaining long-term care insurance. (50:00) A Californian listener looks for...
Listen NowDiscussing Long-Term Care (LTC): EDU #2245
November 9, 2022
Jim, Chris, and in-house aging/long-term care (LTC) expert, Greg Darden sit down to discuss and answer a couple questions on long-term care. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E45.mp3 Podcast: Play in new window | Download (Duration: 1:05:54 — 30.2MB) Subscribe:...
Listen NowElements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239
September 28, 2022
Jim and Chris sit down to discuss/comment on a California listener’s email surrounding a couple elements of his retirement plan and Indexed Universal Life Insurance (IUL) policies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E39.mp3 Podcast: Play in new window | Download (Duration: 1:27:17 — 40.0MB) Subscribe:...
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