Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011
March 14, 2020
In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule. (4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation. (18:55) A listener from New Jersey would like to discuss the probability of an asset cap limit...
Listen NowLegacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936
September 21, 2019
Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rules. 29:38 An Alabama listener wonders if...
Listen NowRetirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931
August 17, 2019
Join us for another week of retirement planning related questions answered by Jim and Chris. Topics include things to consider with retirement planning when there is a large age gap within a marriage, Inherited IRA RMDs, and the ‘Minimum Dignity Floor’ 10:51 A live caller from Virginia asks about things to consider with retirement planning with a “May/December...
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...
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