Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by […]

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With Medicare open enrollment season here, Jim and Chris welcome a special guest, Brad Grier, who volunteers with the Nebraska State Health Insurance Assistance Program (SHIP). Brad talks with the guys about what SHIP is and how it might be helpful to you in your state.

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Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments… (18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job. […]

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With Medicare open enrollment season approaching, Jim and Chris welcome a special guest, Tyler Haskell, CFP. Tyler has been a Medicare Insurance Broker for 12 years, helping people navigate the complexities of the Medicare system.

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Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security […]

The post Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440 appeared first on The Retirement and IRA Show.

Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas.

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Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs … (13:00) Georgette wants to know how an ETF and those invested in it are affected if the managing firm goes bankrupt. (22:00) A listener wonders how to assess an appropriate risk […]

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Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts. (20:00) George wonders what the best practice is for making funds available to […]

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