IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012
March 21, 2020
Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...
Listen NowClaiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935
September 14, 2019
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...
Listen NowHow Retirement Planning is Different – EDU #1932
September 4, 2019
When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E32.mp3 Podcast: Play in new window |...
Listen NowRetirement Spending Strategy – EDU #1930
August 14, 2019
Jim and Chris address some constructive criticism from a long-time listener and take a detailed look at their “no-go, slow-go, go-go” retirement spending strategy. First they discuss their stance on mental decline with age and how that affects their planning methods. Then Jim and Chris turn to why they encourage people to spend more during their “go-go” years. ...
Listen NowGPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929
August 3, 2019
As Jim and Chris continue working through the pile of listener questions they address a wide range of subjects; from setting up your online Social Account, transitioning to a Distribution Portfolio, Multi-Year Guaranteed Annuities, and more. 4:05 A Pennsylvania listener seeks help setting up an online Social Security account. 8:20 An Ohio listener and wants Jim and Chris’s thoughts on...
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