Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
February 8, 2025

Jim and Chris discuss listener questions relating to Survivor Benefits, Social Security Disability Insurance, and Donor Advised Funds. Before diving into listener questions, Jim shares insights from his recent trip to an industry conference, where he investigated financial planning software options that might align with their Secure Retirement Income Process™ and Fun Number™. The guys also...
Listen NowQualified Charitable Distributions (QCDs): EDU #2202
January 12, 2022

Jim and Chris sit down to take a deep dive and address the basics of Qualified Charitable Distributions (QCDs). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E02.mp3 Podcast: Play in new window | Download (Duration: 1:10:15 — 32.2MB) Subscribe:...
Listen NowEdu: Qualified Charitable Distributions
November 28, 2018
A California listener’s email got Jim thinking about how Qualified Charitable Distributions (QCDs) can be used to lower the tax burden of some retirees. So, tune in as the guys take an in-depth look at QCDs this week. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E10.mp3 Podcast: Play in new window | Download () Subscribe:...
Listen Now