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
Home » Podcasts » Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404 January 27, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given … Read more
Can you believe 2024 is almost over?! It’s true the years go by faster as you get older. I’m 51 this year and 2024 flew by. Mrs. RB40 and I still feel like we’re 30! It’s crazy we’re this old, but we’ll be 70 before we know it. Ugh! Anyway, we have to enjoy ourselves … Read more
Home » Podcasts » Section 204 Of Secure Act 2.0: EDU #2404 January 24, 2024 Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. Podcast: Play in new window | Download (Duration: … Read more
A high-yield cash savings rate might outpace inflation, but you won’t get rich from your monthly interest earnings. If you are committed to a wealthier future, adding an investment program to your savings strategy is the way to do it. Use this step-by-step guide to establish a sustainable, profitable, and long-term investing habit that helps … Read more
Home » Podcasts » Private Letter Ruling On Inherited IRAs: EDU #2403 January 17, 2024 Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries. Podcast: Play in new window | Download (Duration: 1:01:23 — 28.1MB) Subscribe: Check out the background of firms and investment professionals … Read more
By Laila Kearney and Paul Carsten NEW YORK/LONDON (Reuters) -Oil prices rose more than 1% on Tuesday, reversing the prior session’s losses on a brightening short-term outlook tied to the prospect of slightly tightening supplies as trade thinned ahead of the Christmas and Hanukkah holidays. Brent crude futures settled at $73.58, rising 95 cents, or … Read more