Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409

March 2, 2024 Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. … Read more

Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408

Home » Podcasts » Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408 February 24, 2024 Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides … Read more

Annual Passive Income Report 2024

2024 was a great year for investors. The S&P 500 went up more than 23%! I didn’t think 2024 could top 2023, but I was completely wrong. This is why you need to keep investing. Anyway, our passive income also performed pretty well. After all was said and done, we spent less than our annual … Read more

Taking The 2024 Ed Slott Quiz: EDU #2408

Home » Podcasts » Taking The 2024 Ed Slott Quiz: EDU #2408 February 21, 2024 Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe: Check out the background … Read more