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Social Security and Divorce-podcast
https://divorcedialogues.com/optimize-your-social-security-benefits-after-divorce-with-james-mcglynn/

James McGlynn CFA, RICP
Mar 19, 20221 min read
Sports Betting
ONLINE SPORTS BETTING is currently legal in 30 states but eventually will be legal everywhere—because the tax revenue is simply too...

James McGlynn CFA, RICP
Mar 13, 20222 min read


Retirement Experiments
My Experiments I WAS BORN at Carswell Air Force Base in Fort Worth, Texas, to a Canadian mother and a father who was raised in a Catholic...

James McGlynn CFA, RICP
Mar 5, 202211 min read


Stretching Inherited IRA's
THE SECURE ACT, which took effect Jan. 1, 2020, made inheriting an IRA even more complicated. Before 2020, beneficiaries typically had...

James McGlynn CFA, RICP
Jan 25, 20223 min read
Paying Uncle Sam but not Aunt IRMAA-Lump Sum Conversion
Dec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...

James McGlynn CFA, RICP
Dec 31, 20212 min read


IRMAA boosted by Capital Gains
THIS IS THE LAST year that my income won’t affect my Medicare premiums. At issue is IRMAA, or income-related monthly adjustment amount,...

James McGlynn CFA, RICP
Oct 27, 20213 min read


Roth While You Can
NEWS OF ENTREPRENEUR Peter Thiel’s $5 billion Roth account, which was funded with PayPal stock, has motivated Congress to look at...

James McGlynn CFA, RICP
Sep 30, 20211 min read
Airport Lounge Deals-no cost with Credit Card
AIRLINE TRAVEL during the pandemic can be frustrating. There’s mask-wearing on all trips, and COVID test results are required before...

James McGlynn CFA, RICP
Sep 1, 20212 min read


Left Alone
IF YOU’RE MARRIED, it’s almost certain that one of you will outlive the other—perhaps by many years. What are the financial implications?...

James McGlynn CFA, RICP
Aug 11, 20214 min read


International Travel During Covid
I HAD PLANNED a trip to Vietnam for 2020—which coincided with the start of the pandemic and got scratched. I naively rescheduled the trip...

James McGlynn CFA, RICP
Aug 7, 20212 min read


Social Connections in Retirement
It’s Who You Know James McGlynn | July 2, 2021 LEAVING BEHIND fulltime work leaves a void. How will you fill it? In my semi-retirement,...

James McGlynn CFA, RICP
Jul 2, 20212 min read


Health Savings Accounts
IT’S BEEN CALLED the stealth IRA. We’re talking here about health savings accounts, which offer a triple tax play. First, contributions...

James McGlynn CFA, RICP
Apr 21, 20214 min read


My Do-it-Yourself Retirement Plan
MANY FOLKS ARE do-it-yourselfers when it comes to home improvement projects. On that score, I have no skills, so I end up paying others....

James McGlynn CFA, RICP
Mar 27, 20215 min read


What are SPAC's-Blank check companies?
SPECIAL PURPOSE acquisition companies are hot. But will investors get burned? Also known as “blank check” companies, special purpose...

James McGlynn CFA, RICP
Feb 22, 20213 min read
Retirement Rules-ABC-Always Be Changing!
RETIREMENT RULES seem to get revised almost every year. Whether it’s IRAs, Roth IRAs or Social Security, Congress is constantly rewriting...

James McGlynn CFA, RICP
Feb 16, 20213 min read


Roth Conversions- A How-to
INSPIRED BY THE TV series The Queen’s Gambit, many people suddenly want to master the game of chess. But I’m more interested in mastering...

James McGlynn CFA, RICP
Jan 13, 20214 min read


401k Beneficiary Designations are Unique
He Gets, She Gets James McGlynn | December 15, 2020 IF YOU DESIGNATE beneficiaries for your retirement accounts, that’s usually a...

James McGlynn CFA, RICP
Dec 18, 20203 min read
Social Security and Divorce- dispelling misconceptions
When I talk to people about Social Security and divorce I am amazed at how much wrong information there is about such a major benefit. In...

James McGlynn CFA, RICP
Oct 30, 20205 min read
The Taxman Cometh
LATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw...

James McGlynn CFA, RICP
Oct 23, 20203 min read


Evolution of Investing Advice
I BEGAN MY CAREER in investments as a junior analyst at a public endowment fund. It was 1980 and I’d just finished my last investment...

James McGlynn CFA, RICP
Sep 29, 20203 min read
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