July 13, 2024 In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he … Read more
Survey Finds Older Adults Have an Optimistic Outlook on Life; Expect Their Lives to Improve as They Get Older WASHINGTON—According to a new AARP survey exploring the second half of life, most older adults have an optimistic outlook on life and expect their lives to improve as they get older. Nearly 9 in 10 are … Read more
Home » Podcasts » Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428 July 10, 2024 Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. Podcast: Play in new window | Download (Duration: 1:24:09 — 38.5MB) Subscribe: Check out the background … Read more
Home » Podcasts » COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427 July 6, 2024 Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes … Read more
Hey Everyone! Did you have a good month? May was another hectic month at the RB40 household. I felt like I was a full-time chauffeur for the family. There was an activity or an appointment almost every day. I need a vacation from retirement. Luckily, summer is coming up. I’m looking forward to having fewer … Read more
Home » Podcasts » Is There a Simpler Approach to Retirement Planning?: EDU #2427 July 3, 2024 Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. … Read more
Home » Podcasts » Social Security, Roth Withdrawals, and IRAs: Q&A #2426 June 29, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social … Read more