The Retirement and IRA Show
Latest Episodes
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling
Our Retirement Planning Process and Philosophy Part 4: EDU #2420
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security s
Our Retirement Planning Process and Philosophy Part 3: EDU #2419
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several li
Our Retirement Planning Process and Philosophy Part 2: EDU #2418
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security surv
Our Retirement Planning Process and Philosophy Part 1: EDU #2417
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the s
Our Retirement Planning Process and Philosophy Intro: EDU #2416
This is the introductory show of a series Jim and Chris are calling Revealing the Secure Retirement Income Process. On the next several shows they will walk you through their philosophy and approac