Jim and Chris sit down to continue discussing our concept of the “Fun Number” and planning around a fun number.

Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IRA to […]

Jim and Chris sit down to discuss a couple of listener emails regarding our “fun number” concept and planning around a fun number.

Chris provides a brief update on Thanksgiving break and when we’ll be back to regularly scheduled programming.

Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming.

Jim and Chris discuss listeners questions relating to Social Security benefits, Roth 401(k) rollovers, inherited Roth IRAs, and Roth conversions. (5:30) A couple of California and Colorado listeners try and provide some clarification on estimating your Social Security benefit with no future estimated earned income. (18:00) A listener aims to provide some insight on rolling […]

Jim and Chris sit down to discuss an email from a listener regarding the overall essence of financial planning and retirement planning.

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth 401(k)s, fun spending, and saving for college. (7:00) A listener from Connecticut asks about how to get a more accurate estimate of his future Social Security benefit. (13:30) George from North Carolina looks for clarification on Roth 401(k) plans and their […]

Jim and Chris sit down to discuss a couple tax court cases and private letter rulings from Jim’s most recent Ed Slott group training.

Jim and Chris discuss listeners questions relating to average wage index, Social Security, mega backdoor Roth conversions, solo 401(k) contribution limits, and qualified retirement plans. (20:00) A listener asks about the average wage index (AWI) for workers born in 1960 and the effects of COVID in 2020. (23:00) A listener points out some social security […]