Home » Podcasts » Capital Gains and Wash Sale Rule: EDU #2414 April 3, 2024 Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe: Check out the background of firms and investment … Read more
New AARP Survey: 1 in 5 Americans Ages 50+ Have No Retirement Savings and Over Half Worry They Will Not Have Enough to Last in Retirement AARP is Working to Turn the Tide at the State and Federal Levels, With at Least 19 States Taking Action to Date WASHINGTON—A new AARP survey finds that … Read more
Home » Podcasts » Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 March 30, 2024 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 distributions correctly without being “double taxed” in her … Read more
New Rule from Department of Labor to Protect Millions of Americans’ Retirement Savings WASHINGTON—Today, AARP Executive Vice President and Chief Advocacy & Engagement Officer Nancy LeaMond issued the following statement in response to the Department of Labor’s (DOL) release of its final “Retirement Security Rule”: “AARP is pleased that all financial professionals who provide retirement … Read more
Are you optimistic about the stock market this year? Investor sentiment turned negative last week and the stock market sell-off has begun. Will the stock market decline next week? Nobody knows, but the valuation is high and we had a lot of negative news recently. I’m not optimistic. Inflation rose. Core CPI rose to 3.3% … Read more
Home » Podcasts » Retirement Planning Dialogue Series 3: EDU #2413 March 27, 2024 Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe: Check out the background of firms and investment professionals … Read more
Home » Podcasts » Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 March 23, 2024 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 retroactively, and if the SSA will know how to handle the … Read more