In recent years, Reforms Affect Homeowners in the UK have been bracing for higher inheritance tax (IHT) bills due to proposed changes aimed at reshaping the financial landscape for estates. On November 21, 2024, new reforms were introduced to address IHT and its impact on estates. These changes include freezing tax-free thresholds and incorporating pensions … Read more
Happy New Year everyone! I hope you had a nice winter break. We went to visit families near Palm Springs and had a great time. It was so nice and sunny there. I don’t know how many more gloomy Pacific Northwest winters I can take. We’ll probably move down to California after RB40Jr finishes high … Read more
Home » Podcasts » Different Approaches To Retirement Planning Continued: EDU #2406 February 7, 2024 Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe: Check out the background of firms and investment professionals on … Read more
WASHINGTON—AARP Chief Executive Officer Jo Ann Jenkins released the following statement in response to today’s announcement of a 3.2% cost-of-living adjustment (COLA), or an average of $59 more per month, in Social Security income: “Retirees can rest a little easier at night knowing they will soon receive an increase in their Social Security checks to help … Read more
Home » Podcasts » Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 February 3, 2024 Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from … Read more
Happy Holidays, everyone! I hope you are enjoying the holidays as much as RB40Jr. He loves winter break because he doesn’t have to go to school. Life is so simple for a kid. This year, we are flying to California to visit families for a week. Normally, I don’t like to travel during Christmas because … Read more
Home » Podcasts » Different Approaches To Retirement Planning: EDU #2405 January 31, 2024 Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. Podcast: Play in new window | Download (Duration: 1:09:16 — 31.7MB) Subscribe: Check out the background of firms and … Read more