Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security […]

The post Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440 appeared first on The Retirement and IRA Show.

Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas.

The post Our Retirement Planning Process: EDU #2440 appeared first on The Retirement and IRA Show.

Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs … (13:00) Georgette wants to know how an ETF and those invested in it are affected if the managing firm goes bankrupt. (22:00) A listener wonders how to assess an appropriate risk […]

The post Buffered ETFs Special Episode: Q&A #2439 appeared first on The Retirement and IRA Show.

Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts. (20:00) George wonders what the best practice is for making funds available to […]

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Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of […]

The post Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438 appeared first on The Retirement and IRA Show.

Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning.

The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks […]

The post COLA, WEP, and Annuities: Q&A #2437 appeared first on The Retirement and IRA Show.

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending.

The post Our Retirement Planning Process and Philosophy Part 12: EDU #2437 appeared first on The Retirement and IRA Show.