Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question

Jim and Chris welcome on another member of the JSA team Paul Neiffer, CPA to discuss Charitable Remainder Trusts. They dive into what they are and how you might use them.

Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions. (6:45) A listener looks for assistance filling

Jim and Chris once again welcome their colleague, Jake Turner, EA, and Candidate for CFP certification, to the show. Together, they address listener questions and take a deeper dive into their retire

Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.

Chris is joined by estate planning attorney Shelley Thompson while Jim is traveling. Chris and Shelley discuss common mistakes people make with their Wills.

Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if youre required to claim Social Security as soon as

Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they cal

Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments (6:30) A listener wonders if they will be subject to the Social Security earnings test. (1

Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (tis the season!).