The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
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Top 10 The Retirement and IRA Show Episodes
Goodpods has curated a list of the 10 best The Retirement and IRA Show episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Retirement and IRA Show for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Retirement and IRA Show episode by adding your comments to the episode page.
Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
The Retirement and IRA Show
12/23/23 • 72 min
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, IRMAA, and retirement planning.
(6:45) A listener looks for clarification regarding his parents Social Security survivor benefits and the impact of WEP.
(22:00) A listener in New Mexico asks about the impacts of IRMAA in years with large gains resulting from the sale of a home.
(34:15) Georgette looks for help when determining her maximum Roth conversion amounts while considering the IRMAA ramifications.
(41:15) PSA from Jim and Chris.
(42:00) George from New Hampshire brings up a previous show about finding a financial advisor and his questions.
The post Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351 appeared first on The Retirement and IRA Show.
2 Listeners
Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
The Retirement and IRA Show
08/30/23 • 70 min
Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income.
The post Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335 appeared first on The Retirement and IRA Show.
2 Listeners
Different Approaches To Retirement Planning: EDU #2405
The Retirement and IRA Show
01/31/24 • 69 min
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input.
The post Different Approaches To Retirement Planning: EDU #2405 appeared first on The Retirement and IRA Show.
2 Listeners
Retirement Planning Dialogue Series 2: EDU #2412
The Retirement and IRA Show
03/20/24 • 78 min
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.
The post Retirement Planning Dialogue Series 2: EDU #2412 appeared first on The Retirement and IRA Show.
2 Listeners
Funding MDF and Addressing Inflation: EDU #2346
The Retirement and IRA Show
11/15/23 • 84 min
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using their approach.
The post Funding MDF and Addressing Inflation: EDU #2346 appeared first on The Retirement and IRA Show.
1 Listener
Our Retirement Planning Process and Philosophy Part 9: EDU #2433
The Retirement and IRA Show
08/14/24 • 87 min
Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve.
The post Our Retirement Planning Process and Philosophy Part 9: EDU #2433 appeared first on The Retirement and IRA Show.
1 Listener
Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
The Retirement and IRA Show
01/20/24 • 62 min
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs.
(2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident.
(10:15) George from Massachusetts asks about converting after-tax dollars and the taxes on Roth conversions.
(23:45) George from Pennsylvania mentions the possibility of using a Charitable Remainder Trust (CRT) as a beneficiary for an IRA.
(29:15) George in California provides some input on making sure to select an attorney with specific knowledge when constructing Trusts, legal documents, etc.
(48:30) A listener in Massachusetts wonders about a multi-year guaranteed annuity (MYGA) within an IRA and how distributions are treated with regard to RMDs.
The post Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403 appeared first on The Retirement and IRA Show.
1 Listener
Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252
The Retirement and IRA Show
12/28/22 • 69 min
Jim and Chris sit down to answers listeners questions regarding Social Security, 403(b)’s, 60-day rollovers, and annuities.
(5:00) George from California asks about how Social Security accounts for post-age 62 working credits.
(12:15) A listener looks for clarification on a potential “miss for Social Security applying to folks born in 1960-1962.
(19:30) George wonders why Jim and Chris have suggested rolling funds out of a 403b at retirement.
(34:00) Californian George looks for clarification on the rules surrounding 60-day rollovers.
(47:45) A listener asks if they can still use a 60-day rollover to return excess back into an IRA if they’re retired and have no earned income.
(49:45) A listener asks for advice and comparison of a QLAC and a SPDIA.
The post Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252 appeared first on The Retirement and IRA Show.
1 Listener
Social Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341
The Retirement and IRA Show
10/14/23 • 96 min
Jim and Chris discuss listener questions relating to Social Security, IRMAA, Roth conversions, SPIAs, and QCDs.
(8:45) George from Virginia provides some additional clarification on a Social Security question discussed on the last EDU show #2341.
(21:30) A listener from New Jersey wonders if the proceeds from a home sale will push him into IRMAA and if there is a toll he can use for looking into potential Roth conversion benefits.
(50:00) A Pennsylvanian listener follows up on a SPIA question from a previous show and looks for clarification on the answer from Jim and Chris.
(1:03:15) The same listener from above asks if distributions from an annuity held in a Qualified account which are directed by an insurance company to a charity can be treated as QCDs on his tax return.
(1:10:30) A listeners asks about the ideal time to purchase an annuity for their future selves given cognitive decline concerns.
The post Social Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341 appeared first on The Retirement and IRA Show.
1 Listener
Secure Act 2.0 Updates and Clarification Part 4: EDU #2321
The Retirement and IRA Show
05/24/23 • 76 min
Jim and Chris finalize their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available.
The post Secure Act 2.0 Updates and Clarification Part 4: EDU #2321 appeared first on The Retirement and IRA Show.
1 Listener
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FAQ
How many episodes does The Retirement and IRA Show have?
The Retirement and IRA Show currently has 314 episodes available.
What topics does The Retirement and IRA Show cover?
The podcast is about Investing, Podcasts and Business.
What is the most popular episode on The Retirement and IRA Show?
The episode title 'Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351' is the most popular.
What is the average episode length on The Retirement and IRA Show?
The average episode length on The Retirement and IRA Show is 75 minutes.
How often are episodes of The Retirement and IRA Show released?
Episodes of The Retirement and IRA Show are typically released every 3 days, 23 hours.
When was the first episode of The Retirement and IRA Show?
The first episode of The Retirement and IRA Show was released on Dec 1, 2021.
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