Home » Podcasts » Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 June 22, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s … Read more
Hey everyone! It’s been 13 years since I retired from my engineering career. Wow, has it really been that long? Hard to believe, but it’s true. Time flies. The big news this year is that Mrs. RB40 reluctantly took the leap into early retirement. She prefers to work, but her office environment turned extremely toxic … Read more
Home » Podcasts » Insurance Companies and Annuities: EDU #2425 June 19, 2024 Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2. Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB) Subscribe: Check out … Read more
Home » Podcasts » Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 June 15, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) … Read more
As you may have surmised from the accompanying image, I spent some quality time with the toilet over the weekend. Earlier this year, I heard the toilet tank refill on its own a couple of times while painting the rental condo. I planned to let the new owner deal with the toilet, but I had … Read more
Home » Podcasts » Income Benefits Of Non-Annuitized Annuities: EDU #2424 June 12, 2024 Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. Podcast: Play in new window | Download (41.0MB) Subscribe: Check out the background of firms and investment professionals on SEC’s Adviser … Read more
Survey reveals consumers’ changing attitudes toward age-friendly banking practices and what they want most from their financial institutions WASHINGTON—Half (48%) of American adults report having been a victim or intended victim of financial exploitation in the past, according to a new report from AARP. While adults ages 18 to 49 are more likely than older … Read more