Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall eli

Jim and Chris continue their discussion and dive into detail on Power of Attorney (POA) forms with relation to changing beneficiaries.

Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income li

Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA).

Jim and Chris discuss listeners questions relating to Social Security, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind

Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools.

Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in r

Jim and Chris sit down to continue their discussion on an article and quiz relating to the financial planning challenge.

Jim and Chris sit down to discuss listeners questions relating to Social Security, insurance, IRMAA, and MYGAs. (5:30) A listener from Florida looks for clarification on the rules regarding Social Sec

Jim and Chris sit down to discuss an article and quiz relating to the financial planning challenge.