Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA prem

Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work.

Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributi

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.

Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroa

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.

Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorshi

Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.

Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions reg

Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article:https://www.advisorperspectives.com/articles/2024/02/15/law-