4-18-26 529 Leftovers, Home Sale Taxes, and Inherited Roth IRA Rules

7-4-26 Smart RMD Strategies, Retirement Income Planning & Medicare Questions Answered

The Retirement Coaches discuss practical strategies for managing Required Minimum Distributions (RMDs), creating retirement income, planning tax-efficient wealth transfers, and navigating key Medicare enrollment decisions. Plus, they answer listener questions on inherited IRAs, home financing in retirement, retirement account distributions, and Medicare billing. Tune in for timely retirement planning insights designed to help you make more informed financial decisions.

6-27-26 Smart Retirement Moves: RMD Rules, Medicare Drug Savings & Mid-Year Financial Check-In

Jeff, Erin Lapidus, and Robert Markham discuss required minimum distributions (RMDs), inherited IRA rules, Roth conversion considerations, Medicare Part D prescription cost caps, and practical mid-year financial planning topics, including car loans, housing affordability, retirement savings, and value investing.

6-20-26 Life Insurance Myths, Medicare Coverage & Retirement Planning Insights

Jeff Lapidus flies solo this week covering common life insurance misconceptions, strategies for long-term care planning, retirement income decisions, and Medicare coverage for durable medical equipment with Medicare Coach Frank Ellis. Plus, listener questions on Roth conversions, gifting to children and grandchildren, and managing retirement taxes.

6-13-26 Retirement Travel, Portfolio Mix & Income Planning

The Retirement Coaches discuss how to balance portfolio risk and income in retirement, sustainable withdrawal strategies, Medicare coverage while traveling, long-term care planning, and what recent market developments could mean for investors. They also answer listener questions on retirement readiness, beneficiary IRAs, and retirement income planning.

6-6-26 Retirement Questions Answered: HSAs, Housing Costs, and the 4% Rule

The Retirement Coaches discuss how HSAs work before and after Medicare, the challenges facing today’s homebuyers, value investing principles, retirement savings opportunities, and whether the 4% withdrawal rule still makes sense in today’s market. Plus, they answer listener questions on Social Security, pensions, Medicare, and retirement income planning.