Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)s. (7:30) George from Texas asks about the effects of when his wife decides

Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using their approach.

Chris sits down on a solo show to discuss listeners questions relating to IRMAA, SSA-44, and Social Security spousal/survivor benefits. (3:30) A Californian listener asks about the timing of when IRMA

Jim and Chris discuss a listeners email comparing a 4% safe withdrawal rate to purchasing an income annuity for covering his minimum dignity floor (MDF).

Jim and Chris discuss listeners questions relating to Social Security, IRMAA, annuities, and Roth conversions. (4:30) George from North Carolina looks for clarification on a spouses ability to claim a

Jim and Chris sit down to discuss and consider some special tax treatment accounts from an Ed Slott newsletter.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, basis in IRAs, and SPIAs. (26:15) A listener looks for general clarification on their own Social Security bene

Jim and Chris continue their discussion on an article titled, How Traditional Retirement Models Cost Clients Millions on Advisor Prospectives website.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QCDs, RMDs, and annuities. (6:15) George from Washington looks for advice on when his wife should look to clai

Jim and Chris discuss a recent article titled, How Traditional Retirement Models Cost Clients Millions on Advisor Prospectives website.