All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232
August 10, 2022

Jim and Chris sit down to continue their discussion from last weeks EDU show on the Minimum Dignity Floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E32.mp3 Podcast: Play in new window | Download (Duration: 1:18:50 — 36.1MB) Subscribe:...
Listen NowPensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232
August 6, 2022

Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work...
Listen NowSPIAs, CRATs, CRUTs, and IRAs: EDU #2151
December 22, 2021

Jim and Chris sit down to discuss a listener prompted topic regarding secure income via SPIAs, CRATs, CRUTs, and automatic IRA distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E51.mp3 Podcast: Play in new window | Download (Duration: 1:04:59 — 29.8MB) Subscribe:...
Listen NowThe History of Social Security: EDU #2033
August 19, 2020

Jim and Chris (mostly Chris) discuss the history of the Social Security Act that was passed on Agust 14th, 1935, and the changes that have occurred throughout the past 85 years of the program’s existence. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E33.mp3 Podcast: Play in new window | Download (Duration: 1:09:17...
Listen NowChoices in Generated Secure Income: EDU #2012
March 25, 2020

As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E12.mp3 Podcast: Play in new window |...
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