Podcasts Business Investing The Retirement and IRA Show

The Retirement and IRA Show

195 episodes

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Podcasts

Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112

Published: March 20, 2021, 4 a.m.
Duration: 1 hour 6 minutes 54 seconds

Listed in: Investing

Successor Beneficiaries For IRAs: EDU #2111

Published: March 17, 2021, 2:53 p.m.
Duration: 53 minutes 46 seconds

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Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111

Published: March 13, 2021, 6 a.m.
Duration: 1 hour 2 minutes

Listed in: Investing

The Operation of Annuities: EDU #2110

Published: March 10, 2021, 6 a.m.
Duration: 1 hour 1 minute 8 seconds

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Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110

Published: March 6, 2021, 6 a.m.
Duration: 1 hour 30 minutes 44 seconds

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Annuity Features and MDF Coverage: EDU #2109

Published: March 3, 2021, 6 a.m.
Duration: 1 hour 18 minutes 34 seconds

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Charitable Remainder Trust (CRT) Questions: Q&A #2109

Published: Feb. 27, 2021, 6 a.m.
Duration: 49 minutes 8 seconds

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Charitable Remainder Trusts (CRTs): EDU #2108

Published: Feb. 24, 2021, 6 a.m.
Duration: 1 hour 2 minutes 29 seconds

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Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

Published: Feb. 20, 2021, 6 a.m.
Duration: 47 minutes 4 seconds

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Indexed Annuities Part Two: EDU #2107

Published: Feb. 17, 2021, 6 a.m.
Duration: 1 hour 18 minutes 37 seconds

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Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

Published: Feb. 13, 2021, 6 a.m.
Duration: 57 minutes 24 seconds

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Indexed Annuities: EDU #2106

Published: Feb. 10, 2021, 3:50 p.m.
Duration: 1 hour 26 minutes 51 seconds

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Social Security, IRAs, and Book Recommendations : Q&A #2106

Published: Feb. 6, 2021, 4 a.m.
Duration: 1 hour 9 minutes 50 seconds

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Traditional LTC vs. Hybrid LTC: EDU #2105

Published: Feb. 3, 2021, 3:36 p.m.
Duration: 1 hour 23 minutes 22 seconds

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Everything Long Term Care (LTC) Insurance: Q&A #2105

Published: Jan. 30, 2021, 4 a.m.
Duration: 55 minutes 52 seconds

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Retiring With Modest Savings: EDU #2104

Published: Jan. 27, 2021, 3:48 p.m.
Duration: 1 hour 15 minutes 41 seconds

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Long Term Care: Q&A #2104

Published: Jan. 23, 2021, 6 a.m.
Duration: 1 hour 9 minutes 18 seconds

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IRAs and Related Tax Forms: EDU #2103

Published: Jan. 20, 2021, 3:46 p.m.
Duration: 54 minutes 54 seconds

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Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

Published: Jan. 16, 2021, 6 a.m.
Duration: 1 hour 10 minutes 48 seconds

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Self-Funding LTC Expenses and Aging Assistance: EDU #2102

Published: Jan. 13, 2021, 4:08 p.m.
Duration: 1 hour 30 minutes 33 seconds

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Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

Published: Jan. 9, 2021, 4 a.m.
Duration: 1 hour 23 minutes 15 seconds

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LTC Policies and Considerations: EDU #2101

Published: Jan. 6, 2021, 6:13 p.m.
Duration: 1 hour 30 minutes 30 seconds

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Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101

Published: Dec. 31, 2020, 5:32 p.m.
Duration: 1 hour 22 minutes 16 seconds

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Medical Issues, LTC, and Retirement Planning: EDU #2051

Published: Dec. 30, 2020, 3:19 p.m.
Duration: 1 hour 8 minutes 18 seconds

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Social Security, IRMAA, Home Equity, and LTC: Q&A #2051

Published: Dec. 19, 2020, 4 a.m.
Duration: 49 minutes 2 seconds

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Non-Financial Retirement Issues: EDU #2050

Published: Dec. 16, 2020, 4 a.m.
Duration: 50 minutes 29 seconds

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IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

Published: Dec. 12, 2020, 4 a.m.
Duration: 47 minutes 38 seconds

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Tax Brackets and Income Stacks: EDU #2049

Published: Dec. 9, 2020, 4 a.m.
Duration: 46 minutes 41 seconds

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Social Security and RMDs: Q&A #2049

Published: Dec. 5, 2020, 4 a.m.
Duration: 45 minutes 24 seconds

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Social Security and WINDEX: EDU #2048

Published: Dec. 2, 2020, 4 a.m.
Duration: 38 minutes 27 seconds

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Thanksgiving Break: QA

Published: Nov. 28, 2020, 4 a.m.
Duration: 2 minutes 22 seconds

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Thanksgiving Break: EDU

Published: Nov. 25, 2020, 4 a.m.
Duration: 1 minute 55 seconds

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Social Security, Rollover Options, and IRA Conversions: Q&A #2047

Published: Nov. 21, 2020, 4 a.m.
Duration: 49 minutes 59 seconds

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Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

Published: Nov. 18, 2020, 4 a.m.
Duration: 58 minutes 49 seconds

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Social Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046

Published: Nov. 14, 2020, 4 a.m.
Duration: 58 minutes 23 seconds

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Roth Conversions and “210 Considerations”: EDU #2045

Published: Nov. 11, 2020, 4 a.m.
Duration: 51 minutes 9 seconds

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Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045

Published: Nov. 7, 2020, 4 a.m.
Duration: 1 hour 3 minutes 35 seconds

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Year of Death RMDs and Inherited IRAs: EDU #2044

Published: Nov. 4, 2020, 4 a.m.
Duration: 1 hour 4 minutes

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Social Security, Minimum Dignity Floor, ERISA, and Roth IRA Contributions: Q&A #2044

Published: Oct. 31, 2020, 4 a.m.
Duration: 1 hour 10 minutes 43 seconds

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Addressing a Listeners Investment Questions: EDU #2043

Published: Oct. 28, 2020, 4 a.m.
Duration: 1 hour 4 minutes 42 seconds

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Social Security, IRAs, Roth Conversions, and Taxes: Q&A #2043

Published: Oct. 24, 2020, 4 a.m.
Duration: 1 hour 14 minutes 26 seconds

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Social Security Changes for 2021: EDU #2042

Published: Oct. 21, 2020, 4 a.m.
Duration: 36 minutes 9 seconds

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Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042

Published: Oct. 17, 2020, 4 a.m.
Duration: 54 minutes 40 seconds

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Beneficiary Designations: EDU #2041

Published: Oct. 14, 2020, 2:43 p.m.
Duration: 55 minutes 46 seconds

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Miscellaneous Social Security Questions: Q&A #2041

Published: Oct. 10, 2020, 4 a.m.
Duration: 52 minutes 40 seconds

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Trusts and Choosing a Trustee: EDU #2040

Published: Oct. 7, 2020, 4 a.m.
Duration: 1 hour 6 minutes 13 seconds

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Social Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040

Published: Oct. 3, 2020, 4 a.m.
Duration: 1 hour 30 minutes 42 seconds

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Potential Tax Implications Post-Election: EDU #2039

Published: Sept. 30, 2020, 4 a.m.
Duration: 1 hour 10 minutes 40 seconds

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Estate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039

Published: Sept. 26, 2020, 4 a.m.
Duration: 1 hour 7 minutes 5 seconds

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Discussion of the Financial Planning Industry CONTINUED: EDU #2038

Published: Sept. 23, 2020, 4 a.m.
Duration: 1 hour 21 minutes 54 seconds

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Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

Published: Sept. 19, 2020, 4 a.m.
Duration: 1 hour 25 minutes 15 seconds

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A Discussion About the Financial Planning Industry: EDU #2037

Published: Sept. 16, 2020, 4 a.m.
Duration: 1 hour 2 minutes 10 seconds

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Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

Published: Sept. 12, 2020, 4 a.m.
Duration: 1 hour 29 minutes 38 seconds

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Asset Positioning and Distribution Planning: EDU #2036

Published: Sept. 9, 2020, 4 a.m.
Duration: 1 hour 37 minutes 13 seconds

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Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

Published: Sept. 5, 2020, 4 a.m.
Duration: 1 hour 6 minutes 9 seconds

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Retirement Planning Philosophies: EDU #2035

Published: Sept. 2, 2020, 4 a.m.
Duration: 1 hour 13 minutes 17 seconds

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Social Security, Tax Deductions, and 401(k) Advice: Q&A #2035

Published: Aug. 29, 2020, 4 a.m.
Duration: 1 hour 14 minutes 44 seconds

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The SECURE Act and Tax-Deferred Accounts: EDU #2034

Published: Aug. 26, 2020, 4 a.m.
Duration: 1 hour 16 minutes 49 seconds

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Social Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034

Published: Aug. 22, 2020, 4 a.m.
Duration: 1 hour 27 minutes 30 seconds

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The History of Social Security: EDU #2033

Published: Aug. 19, 2020, 4 a.m.
Duration: 1 hour 9 minutes 17 seconds

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The SECURE Act, Social Security, The CARES Act, and More: Q&A #2033

Published: Aug. 15, 2020, 4 a.m.
Duration: 1 hour 18 minutes 27 seconds

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Five Alternatives to the Stretch IRA: EDU #2032

Published: Aug. 12, 2020, 4 a.m.
Duration: 1 hour 25 minutes 15 seconds

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RMDs, Social Security, Annuities, and Pension Survivor Benefits: Q&A #2032

Published: Aug. 8, 2020, 4 a.m.
Duration: 1 hour 28 minutes 53 seconds

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The Basics of Trusts: EDU #2031

Published: Aug. 5, 2020, 4 a.m.
Duration: 1 hour 25 minutes 41 seconds

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IRAs, Roth Conversions, and Social Security Details: Q&A #2031

Published: Aug. 1, 2020, 4 a.m.
Duration: 1 hour 19 minutes 6 seconds

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CARES Act and RMD Relief: EDU #2030

Published: July 29, 2020, 4 a.m.
Duration: 53 minutes 55 seconds

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Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

Published: July 25, 2020, 4 a.m.
Duration: 1 hour 19 minutes 33 seconds

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Inflation Adjustments, COLAs, and the MDF: EDU #2029

Published: July 22, 2020, 4 a.m.
Duration: 47 minutes 5 seconds

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Roth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029

Published: July 18, 2020, 4 a.m.
Duration: 1 hour 3 minutes 9 seconds

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Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

Published: July 15, 2020, 4 a.m.
Duration: 1 hour 19 minutes 35 seconds

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Social Security, Savings Advice, and Annuities: Q&A #2028

Published: July 11, 2020, 4 a.m.
Duration: 1 hour 10 minutes 12 seconds

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Planning Strategies for Always-Taxable Portfolios: EDU #2027

Published: July 8, 2020, 4 a.m.
Duration: 1 hour 14 minutes 30 seconds

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New IRS Rules, Questions on Social Security and More: Q&A #2027

Published: July 4, 2020, 4 a.m.
Duration: 1 hour 2 minutes 14 seconds

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How to Get Straight Answers from Financial Advisors/Planners: EDU #2026

Published: July 1, 2020, 4 a.m.
Duration: 1 hour 29 minutes 5 seconds

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Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

Published: June 27, 2020, 4 a.m.
Duration: 1 hour 8 minutes 31 seconds

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Things to Know About Year-of-Death RMDs: EDU #2025

Published: June 24, 2020, 4 a.m.
Duration: 1 hour 4 minutes 46 seconds

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Some Questions About Social Security & IRAs: Q&A #2025

Published: June 20, 2020, 4 a.m.
Duration: 1 hour 16 minutes 7 seconds

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Estate Planning: EDU #2024

Published: June 17, 2020, 4 a.m.
Duration: 1 hour 6 minutes 5 seconds

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Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

Published: June 13, 2020, 4 a.m.
Duration: 1 hour 14 minutes 33 seconds

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Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

Published: June 10, 2020, 4 a.m.
Duration: 51 minutes 27 seconds

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A Social Security Question and 5 CARES Act Questions: Q&A #2023

Published: June 6, 2020, 4 a.m.
Duration: 1 hour 10 minutes

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Jim & Chris’s Retirement Planning Approach and Process Part 6: EDU #2022

Published: June 3, 2020, 4 a.m.
Duration: 48 minutes 13 seconds

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Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

Published: May 30, 2020, 4 a.m.
Duration: 1 hour 13 minutes 3 seconds

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Unexpected Windfalls: EDU #2021

Published: May 27, 2020, 4 a.m.
Duration: 1 hour 25 minutes 41 seconds

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Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

Published: May 23, 2020, 4 a.m.
Duration: 1 hour 14 minutes 14 seconds

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Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

Published: May 20, 2020, 4 a.m.
Duration: 1 hour 16 minutes 15 seconds

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Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

Published: May 16, 2020, 4 a.m.
Duration: 1 hour 10 minutes 20 seconds

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Takeaways from the Latest Ed Slott Seminar: EDU #2019

Published: May 13, 2020, 4 a.m.
Duration: 52 minutes 31 seconds

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2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

Published: May 9, 2020, 4 a.m.
Duration: 53 minutes 28 seconds

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5 Things Real Estate Owners Should Consider Regarding Taxes: EDU #2018

Published: May 6, 2020, 4 a.m.
Duration: 53 minutes 1 second

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Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

Published: May 2, 2020, 4 a.m.
Duration: 1 hour 24 minutes 45 seconds

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Planning Opportunities Due To the Death of the Stretch IRA: EDU #2017

Published: April 29, 2020, 4 a.m.
Duration: 1 hour 48 minutes 12 seconds

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CARES Act, Monte Carlo, FERS, and IRMAA: Q&A #2017

Published: April 25, 2020, 4 a.m.
Duration: 1 hour 17 minutes 1 second

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Indexed Universal Life Policies: What if You Already Have One? EDU #2016

Published: April 22, 2020, 4:36 p.m.
Duration: 59 minutes 46 seconds

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Roth Conversion Questions & Unemployment Contributions to a Roth: Q&A #2016

Published: April 18, 2020, 4 a.m.
Duration: 51 minutes 36 seconds

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Coronavirus Market Fears and a Variable Annuity: EDU #2015

Published: April 15, 2020, 4 a.m.
Duration: 1 hour 32 minutes 5 seconds

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Questions about the CARES Act: Q&A #2015

Published: April 11, 2020, 4 a.m.
Duration: 1 hour 22 minutes 52 seconds

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Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

Published: April 8, 2020, 4 a.m.
Duration: 1 hour 9 minutes 21 seconds

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Rolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014

Published: April 4, 2020, 4 a.m.
Duration: 1 hour 30 minutes 19 seconds

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Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

Published: April 1, 2020, 4 a.m.
Duration: 1 hour 15 minutes 11 seconds

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Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

Published: March 30, 2020, 12:45 p.m.
Duration: 1 hour 4 minutes 9 seconds

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Choices in Generated Secure Income: EDU #2012

Published: March 25, 2020, 4 a.m.
Duration: 1 hour 10 minutes 19 seconds

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IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

Published: March 21, 2020, 4 a.m.
Duration: 1 hour 24 minutes 48 seconds

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Considering the Coronavirus While Retirement Planning: EDU #2011

Published: March 18, 2020, 4 a.m.
Duration: 1 hour 8 minutes 53 seconds

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Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

Published: March 14, 2020, 4 a.m.
Duration: 57 minutes 59 seconds

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Things to Consider when Considering a Roth Conversion: EDU #2010

Published: March 11, 2020, 4 a.m.
Duration: 54 minutes 27 seconds

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Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

Published: March 7, 2020, 4 a.m.
Duration: 58 minutes 42 seconds

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Charitable Gift Annuities: EDU #2009

Published: March 4, 2020, 4 a.m.
Duration: 34 minutes 15 seconds

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Government Pensions & Social Security, Fun Money Buckets, and SS Potential Changes in 2035: Q&A #2009

Published: Feb. 29, 2020, 4 a.m.
Duration: 1 hour 2 minutes 47 seconds

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1099 Tax Forms and the “Mega Backdoor Conversion”: EDU #2008

Published: Feb. 26, 2020, 4 a.m.
Duration: 47 minutes 34 seconds

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The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008

Published: Feb. 22, 2020, 4 a.m.
Duration: 51 minutes 27 seconds

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Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

Published: Feb. 15, 2020, 4 a.m.
Duration: 1 hour 16 minutes 9 seconds

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QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

Published: Feb. 8, 2020, 4 a.m.
Duration: 1 hour 7 minutes 57 seconds

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The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

Published: Feb. 1, 2020, 4 a.m.
Duration: 1 hour 32 minutes 33 seconds

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Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

Published: Jan. 25, 2020, 4 a.m.
Duration: 1 hour 26 minutes 50 seconds

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Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

Published: Jan. 18, 2020, 4 a.m.
Duration: 1 hour 21 minutes 53 seconds

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Alternatives to the Stretch IRA: EDU #2002

Published: Jan. 15, 2020, 4 a.m.
Duration: 1 hour 7 minutes 19 seconds

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The 10-Year Mark, QCDs, Excess RMDs, 60-Day Rollovers, and Tax Deferred Accounts: Q&A #2002

Published: Jan. 11, 2020, 4 a.m.
Duration: 57 minutes 12 seconds

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The SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001

Published: Jan. 8, 2020, 4 a.m.
Duration: 1 hour 10 minutes 10 seconds

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Non-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001

Published: Jan. 4, 2020, 4 a.m.
Duration: 1 hour 23 minutes 43 seconds

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Summary of the SECURE Act: EDU #1946

Published: Jan. 1, 2020, 4 a.m.
Duration: 1 hour 9 minutes 3 seconds

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Constructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948

Published: Dec. 21, 2019, 4 a.m.
Duration: 1 hour 18 minutes 20 seconds

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Determining What You’re Paying Your Financial Advisor: EDU #1945

Published: Dec. 18, 2019, 4 a.m.
Duration: 53 minutes 23 seconds

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Quarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947

Published: Dec. 14, 2019, 4 a.m.
Duration: 57 minutes 9 seconds

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Fees in Equity Trades: EDU #1944

Published: Dec. 11, 2019, 4 a.m.
Duration: 39 minutes 39 seconds

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Recovering After-Tax Money, SS Estimates, and HELOCs: Q&A #1946

Published: Dec. 7, 2019, 4 a.m.
Duration: 1 hour 27 seconds

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Upcoming Year Tax Changes: EDU #1943

Published: Dec. 4, 2019, 4 a.m.
Duration: 33 minutes 21 seconds

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AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

Published: Nov. 23, 2019, 4 a.m.
Duration: 1 hour 12 minutes 39 seconds

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ABLE Accounts: EDU #1942

Published: Nov. 20, 2019, 4 a.m.
Duration: 1 hour 10 minutes 49 seconds

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Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

Published: Nov. 16, 2019, 4 a.m.
Duration: 1 hour 4 minutes 45 seconds

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2020 Social Security Changes: EDU #1941

Published: Nov. 13, 2019, 4 a.m.
Duration: 24 minutes 59 seconds

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Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943

Published: Nov. 9, 2019, 4 a.m.
Duration: 36 minutes 18 seconds

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New Roth Conversion Strategy: EDU #1940

Published: Nov. 6, 2019, 4 a.m.
Duration: 1 hour 9 minutes 14 seconds

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Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

Published: Nov. 2, 2019, 4 a.m.
Duration: 1 hour 8 minutes 13 seconds

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Missed 60-Day Rollover Deadline: EDU #1939

Published: Oct. 30, 2019, 4 a.m.
Duration: 43 minutes 45 seconds

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Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941

Published: Oct. 26, 2019, 4 a.m.
Duration: 49 minutes 22 seconds

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Is AUM Better for the Client?: EDU #1938

Published: Oct. 23, 2019, 4 a.m.
Duration: 46 minutes 38 seconds

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Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

Published: Oct. 19, 2019, 4 a.m.
Duration: 1 hour 26 minutes 18 seconds

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TSP vs 401k : EDU #1937

Published: Oct. 16, 2019, 4 a.m.
Duration: 1 hour 4 minutes 42 seconds

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Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

Published: Oct. 12, 2019, 4 a.m.
Duration: 1 hour 19 minutes 43 seconds

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Adviser Fees, Part 3: Edu #1936

Published: Oct. 9, 2019, 4 a.m.
Duration: 1 hour 18 minutes 8 seconds

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Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

Published: Oct. 5, 2019, 4 a.m.
Duration: 1 hour 19 minutes 23 seconds

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Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

Published: Sept. 28, 2019, 4 a.m.
Duration: 1 hour 5 minutes 21 seconds

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401k Plan Options: EDU #1935

Published: Sept. 25, 2019, 4 a.m.
Duration: 1 hour 2 minutes 37 seconds

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Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

Published: Sept. 21, 2019, 4 a.m.
Duration: 1 hour 15 minutes 24 seconds

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Financial Adviser Fees, Part 2: EDU #1934

Published: Sept. 18, 2019, 4 a.m.
Duration: 1 hour 32 minutes 42 seconds

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Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

Published: Sept. 14, 2019, 4 a.m.
Duration: 1 hour 19 minutes 31 seconds

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Financial Adviser Fees, Part 1: EDU #1933

Published: Sept. 11, 2019, 4 a.m.
Duration: 1 hour 12 minutes 13 seconds

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Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

Published: Sept. 7, 2019, 4 a.m.
Duration: 1 hour 30 seconds

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How Retirement Planning is Different – EDU #1932

Published: Sept. 4, 2019, 4 a.m.
Duration: 1 hour 5 minutes 15 seconds

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ACA Premium Tax Credit, Social Security Scam, Backdoor Roth Contributions, Inherited Pre 1987 401k – Q&A #1933

Published: Aug. 31, 2019, 4 a.m.
Duration: 1 hour 27 minutes 17 seconds

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IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932

Published: Aug. 24, 2019, 4 a.m.
Duration: 1 hour 5 minutes 11 seconds

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Indemnity vs Reimbursement Long-Term Care Insurance – Edu #1931

Published: Aug. 21, 2019, 4 a.m.
Duration: 1 hour 8 minutes 58 seconds

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Retirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931

Published: Aug. 17, 2019, 4 a.m.
Duration: 1 hour 4 minutes 49 seconds

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Retirement Spending Strategy – EDU #1930

Published: Aug. 14, 2019, 4 a.m.
Duration: 1 hour 8 minutes 19 seconds

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Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

Published: Aug. 10, 2019, 4 a.m.
Duration: 35 minutes 2 seconds

Listed in: Investing

How to Split an IRA – EDU #1929

Published: Aug. 7, 2019, 4 a.m.
Duration: 30 minutes 54 seconds

Listed in: Investing

GPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929

Published: Aug. 3, 2019, 4 a.m.
Duration: 1 hour 13 minutes 35 seconds

Listed in: Investing

Planning for Long-Term Care, Part 2: EDU #1928

Published: July 31, 2019, 4 a.m.
Duration: 1 hour 14 minutes 34 seconds

Listed in: Investing

Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

Published: July 27, 2019, 4 a.m.
Duration: 1 hour 8 minutes 39 seconds

Listed in: Investing

Planning for Long-Term Care – Edu #1927

Published: July 24, 2019, 4 a.m.
Duration: 1 hour 8 minutes 39 seconds

Listed in: Investing

Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927

Published: July 20, 2019, 4 a.m.
Duration: 46 minutes 24 seconds

Listed in: Investing

Retirement Planning vs. Investing – EDU #1926

Published: July 17, 2019, 4 a.m.
Duration: N/A

Listed in: Investing

Social Security Benefits Timing, Filing Retroactively – Q&A #1926

Published: July 6, 2019, 4 a.m.
Duration: 31 minutes 5 seconds

Listed in: Investing

What is Benchmarking? – Edu #1925

Published: July 3, 2019, 4 a.m.
Duration: 43 minutes 12 seconds

Listed in: Investing

Self-Directed IRA, WEP and SS, Bucketing – QA #1925

Published: June 29, 2019, 4 a.m.
Duration: 1 hour 21 minutes 13 seconds

Listed in: Investing

Edu #1924: Backdoor Roth Contributions and The 4% Rule

Published: June 26, 2019, 4 a.m.
Duration: 56 minutes 54 seconds

Listed in: Investing

Q&A #1924: Social Security Benefits and Retroactive Payments

Published: June 22, 2019, 4 a.m.
Duration: 36 minutes 7 seconds

Listed in: Investing

Edu #1923: Taxation of Social Security Benefits

Published: June 19, 2019, 4 a.m.
Duration: 37 minutes 38 seconds

Listed in: Investing

Q&A #1923: Funding a Special Needs Trust, Cost Averaging

Published: June 15, 2019, 4 a.m.
Duration: 58 minutes 49 seconds

Listed in: Investing

Edu #1922: Missed RMD

Published: June 12, 2019, 4 a.m.
Duration: 52 minutes 33 seconds

Listed in: Investing

QA #1922: SS Benefits After Remarrying, Annuities

Published: June 8, 2019, 4 a.m.
Duration: 30 minutes 44 seconds

Listed in: Investing

Edu #1921: Bucketing with Annuities

Published: June 5, 2019, 4 a.m.
Duration: 1 hour 28 minutes 53 seconds

Listed in: Investing

Q&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits

Published: June 1, 2019, 4 a.m.
Duration: 1 hour 11 minutes 33 seconds

Listed in: Investing

Edu: Basics of Backdoor Roth Contributions

Published: May 29, 2019, 4 a.m.
Duration: 46 minutes 57 seconds

Listed in: Investing

Q&A: Clarifications, Social Security Veterans and Disability Benefits

Published: May 25, 2019, 4 a.m.
Duration: 57 minutes 35 seconds

Listed in: Investing

Edu: Options for Your 401k After Leaving Your Job

Published: May 22, 2019, 4 a.m.
Duration: 1 hour 12 minutes 17 seconds

Listed in: Investing

Q&A: IRA Contingent Beneficiaries, RMDs, TSP Conversions, IRA to 403b, and Much More

Published: May 18, 2019, 4 a.m.
Duration: 1 hour 13 minutes 35 seconds

Listed in: Investing

Edu: Excess IRA Contributions, Part 2 (How to Fix)

Published: May 15, 2019, 4 a.m.
Duration: 1 hour 5 minutes 14 seconds

Listed in: Investing

Q&A: All Things Social Security

Published: May 11, 2019, 4 a.m.
Duration: 34 minutes 13 seconds

Listed in: Investing

Edu: Excess IRA Contributions, Part 1

Published: May 8, 2019, 4 a.m.
Duration: 41 minutes 35 seconds

Listed in: Investing

Q&A: Early Retirement Roth Conversions

Published: May 4, 2019, 4 a.m.
Duration: 32 minutes 5 seconds

Listed in: Investing

Edu: Tax Optimized Spending with Bucketing

Published: May 1, 2019, 4 a.m.
Duration: 1 hour 14 minutes 4 seconds

Listed in: Investing

Q&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more

Published: April 27, 2019, 4 a.m.
Duration: 1 hour 6 minutes 21 seconds

Listed in: Investing

Edu: Social Security PIA Calculations

Published: April 24, 2019, 4 a.m.
Duration: 52 minutes 31 seconds

Listed in: Investing

Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries

Published: April 20, 2019, 4 a.m.
Duration: 50 minutes 32 seconds

Listed in: Investing

Edu: Inherited IRA 5 Year Rule

Published: April 17, 2019, 4 a.m.
Duration: 46 minutes 22 seconds

Listed in: Investing

Q&A: Avoiding the Roth 5 Year Rule

Published: April 11, 2019, 4 a.m.
Duration: 30 minutes 22 seconds

Listed in: Investing

Edu: Roth Conversion Cons

Published: April 10, 2019, 4 a.m.
Duration: 1 hour 4 minutes 31 seconds

Listed in: Investing

Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis

Published: April 6, 2019, 4 a.m.
Duration: 58 minutes 46 seconds

Listed in: Investing

Edu: Trusts and Naming IRA Beneficiaries (Part 4)

Published: April 3, 2019, 4 a.m.
Duration: 1 hour 13 minutes 50 seconds

Listed in: Investing

Q&A: HSAs and SS Survivor Benefits

Published: March 30, 2019, 4 a.m.
Duration: 57 minutes 38 seconds

Listed in: Investing

Edu: Minimum Dignity Floor and Bucket Planning

Published: March 27, 2019, 4 a.m.
Duration: 1 hour 12 minutes 53 seconds

Listed in: Investing

Q&A: Retirement Readiness and Minimizing Taxes

Published: March 23, 2019, 4 a.m.
Duration: N/A

Listed in: Investing

Edu: Trusts as IRA Beneficiaries, Part 3

Published: March 20, 2019, 4 a.m.
Duration: 52 minutes 30 seconds

Listed in: Investing