DiscoverThe Retirement and IRA ShowRetirement Planning Dialogue: EDU #2502
Retirement Planning Dialogue: EDU #2502

Retirement Planning Dialogue: EDU #2502

Update: 2025-01-08
Share

Description










In this EDU dialogue show, Jim and Chris are joined by Jake to explore listener questions about Social Security, income annuities, strategies for deploying dollars in retirement, and other Retirement Planning related topics.













Mentioned JP Morgan Article 


The post Retirement Planning Dialogue: EDU #2502 appeared first on The Retirement and IRA Show.

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Retirement Planning Dialogue: EDU #2502

Retirement Planning Dialogue: EDU #2502

2025-01-0801:31:10

Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501

Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501

2025-01-0401:32:54

Developing Confidence With Retirement Spending: EDU #2501

Developing Confidence With Retirement Spending: EDU #2501

2025-01-0101:16:21

Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452

Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452

2024-12-2801:57:53

Individualized Retirement Planning Strategies: EDU #2452

Individualized Retirement Planning Strategies: EDU #2452

2024-12-2501:03:55

IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

2024-12-2101:37:47

Charitable Remainder Trusts: EDU #2451

Charitable Remainder Trusts: EDU #2451

2024-12-1801:08:33

IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450

IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450

2024-12-1459:35

Retirement Planning Philosophy and Process Dialog: EDU #2450

Retirement Planning Philosophy and Process Dialog: EDU #2450

2024-12-1101:09:28

Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

2024-12-0701:15:57

Common Estate Planning Mistakes: EDU #2449

Common Estate Planning Mistakes: EDU #2449

2024-12-0401:06:39

Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

2024-11-3055:24

60-day Rollover Conversion Strategy: EDU #2448

60-day Rollover Conversion Strategy: EDU #2448

2024-11-2701:00:08

Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447

Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447

2024-11-2301:24:09

Roth Conversions and RMDs: EDU #2447

Roth Conversions and RMDs: EDU #2447

2024-11-2001:10:18

Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446

Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446

2024-11-1601:11:15

SECURE Act Updates: EDU #2446

SECURE Act Updates: EDU #2446

2024-11-1359:46

Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445

Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445

2024-11-0901:25:52

Stretch IRA Rules and More: EDU #2445

Stretch IRA Rules and More: EDU #2445

2024-11-0601:00:29

Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444

Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444

2024-11-0201:40:46

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Retirement Planning Dialogue: EDU #2502

Retirement Planning Dialogue: EDU #2502

Jim Saulnier, CFP® & Chris Stein, CFP®