IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
December 9, 2023
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs. (3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs. (13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs. (41:45) A listener from Kentucky asks...
Listen NowMutual Funds and The Investment Advisers Act of 1940: EDU #2238
September 21, 2022
Jim and Chris sit down to discuss a Wall Street Journal article surrounding the topic of mutual funds and the Investment Advisers Act of 1940. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E38.mp3 Podcast: Play in new window | Download (Duration: 1:10:22 — 32.2MB) Subscribe:...
Listen NowTax Efficiencies of ETFs vs. Mutual Funds: EDU #2117
April 28, 2021
Jim and Chris sit down to discuss the tax efficiencies of exchange traded funds (ETFs) and the differences from mutual funds. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E17.mp3 Podcast: Play in new window | Download (Duration: 1:15:31 — 34.6MB) Subscribe:...
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