Home » Podcasts » Our Retirement Planning Process Prequel: EDU #2415 April 10, 2024 Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg Podcast: Play in new window | Download (Duration: 1:22:14 … Read more
Home » Podcasts » IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414 April 6, 2024 Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the … Read more
Hey Everyone! Did you have a good month? February was another hectic month at the RB40 household. I was busy fixing up our rental condo. That’s done and it’s listed for sale. Unfortunately, the housing market is very slow. It’ll probably take a while to sell. Now it’s a waiting game. On the personal finance … Read more
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