Social Security, 529/Roth Conversions, and HSAs: Q&A #2411

March 16, 2024 Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin … Read more

Taking The 2024 Ed Slott Quiz: EDU #2408

Home » Podcasts » Taking The 2024 Ed Slott Quiz: EDU #2408 February 21, 2024 Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe: Check out the background … Read more

Warren Buffett Recommends This Index Fund. It Could Turn $500 Per Month Into $968,900

Warren Buffett ranks among the most successful investors in American history. Under his leadership, Berkshire Hathaway‘s share price has grown at 20% annually since 1965. By comparison, the benchmark S&P 500 (SNPINDEX: ^GSPC) has returned about 10% annually, including reinvested dividends, during the same period. Consequently, many investors avidly track the stocks Buffett is buying … Read more

US $385 Million Arms Sale Taiwan

reuters

On November 29, 2024, the US $385 Million Arms Sale Taiwan. This decision, made amid rising tensions in the Taiwan Strait, has sparked debates regarding the future of US-China relations. The arms package, aimed at bolstering Taiwan’s defense capabilities, comes as China continues its military buildup near the island. The sale includes advanced military equipment … Read more

Bitcoin’s Journey $150,000: Experts Reveal Key Dates and Predictions for 2024

Bitcoin's Journey $150,000

Bitcoin’s Journey $150,000 has been buzzing with exciting predictions about Bitcoin’s future. On November 15, 2024, market experts revealed bold forecasts about Bitcoin’s potential price surge, driven by upcoming events like the Bitcoin halving in April 2024 and increasing institutional adoption. Some believe Bitcoin could break its all-time high, climbing beyond $150,000 by the end … Read more

Defying Gravity – Retire by 40

Hey Everyone! Have you seen the movie Wicked? We watched it at home last week. It was so good! We saw Wicked on stage about 16 years ago. I loved it then and wasn’t sure if the movie adaptation would be good. Fortunately, the movie version was magnificent. You can tell everyone involved put their … Read more