What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial in...
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) […]
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1:37:47
Charitable Remainder Trusts: EDU #2451
Jim and Chris welcome on another member of the JSA team – Paul Neiffer, CPA – to discuss Charitable Remainder Trusts. They dive into what they are and how you might use them.
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1:08:33
IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions. (6:45) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated. (24:15) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he […]
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59:35
Retirement Planning Philosophy and Process Dialog: EDU #2450
Jim and Chris once again welcome their colleague, Jake Turner, EA, and Candidate for CFP® certification, to the show. Together, they address listener questions and take a deeper dive into their retirement planning philosophy and process.
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1:09:28
Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income. (10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security (19:30) A listener looks for a better understanding of […]
The post Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!
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