Jim and Chris sit down to discuss a listeners email and readdress the concept of owning real estate in an IRA.

Jim and Chris sit down to discuss listeners questions relating to Social Security, leaving a guaranteed inheritance, and minimum dignity floor (MDF) coverage. (11:00) A Floridian listener looks for clarification on currently collecting Social Security disability benefits and delaying his normal benefit to age 70. (17:45) A listener from Illinois asks about the possibility of […]

Chris sits down with in-house investment expert, Scott Roark to discuss inflation expectations as well as inflation adjusted securities such as I bonds and TIPS.

Chris and in-house CPA, Bob sit down to answer some listers tax questions relating to passing down 529 plans and performing Roth conversions. (4:00) George and Georgette from Maryland ask if 529 plans can be passed down through a change in ownership and continue to grow tax-free. (22:40) A listener look’s for advice on considering […]

Chris sits down to discuss everything IRMAA (income related monthly adjustment amount). The history behind it and where it currently stands.

Jim and Chris sit down to discuss various listeners questions relating to Social Security, gifting to children, and MYGA annuities. (9:00) A South Carolinian listener looks for advice on her and her husband delaying till age 70 to claim Social Security benefits. (14:00) Georgette from Delaware asks for help with determining the best ages for […]

Chris and Bob sit down to discuss a listeners email illustrating the need for considering all possible variables when planning your tax strategy.

Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting […]

Jim and Chris sit down to discuss a couple potential provisions of the Securing a Strong Retirement Act of 2021.

Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and […]