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
WASHINGTON—According to a new AARP survey, more than 1 in 5 (22%) adults have no retirement savings. Nearly 2 in 3 (64%) are worried that they will not have enough money to last in their later years. Today, AARP and the Ad Council launched “This Is Pretirement,” a new, fully integrated campaign that encourages those … Read more
Life has been chaotic over the last few weeks if you work for the Federal government. The Trump administration promised to downsize the government and that’s one promise they are fulfilling. President Trump handed the task to Elon Musk. Predictably, Musk is bringing Silicon Valley Tech culture to the public sector. Musk established the Department … Read more
Home » Podcasts » Retirement Planning Dialogue Series 1: EDU #2411 March 13, 2024 Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe: Check out the background of firms and investment … Read more
Hey Everyone! January was a hectic month for me. Our rental is vacant and I’ve been getting it ready for sale. Mrs. RB40 and I also had some health issues last month. It has been more stressful than usual around here. On the personal finance side, we had a rough month. Repair and maintenance at … Read more
March 9, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an … Read more
March 2, 2024 Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. … Read more