James McGlynn CFA, RICP
Funding a Hybrid LTC Policy
YOUR LIFE’S FINAL costly chapter may be paying for long-term care. Indeed, the odds of needing care if you’re age 65 or older are around...
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James McGlynn CFA, RICP
- Aug 5
- 3 min
Twelve Travel Tips
I RECENTLY VISITED Eastern Europe, where I volunteered to teach English in Poland through an organization called Angloville. I received...
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James McGlynn CFA, RICP
- Apr 24
- 2 min
Fending Off Inflation
I REMEMBER 40 YEARS ago listening to Salomon Brothers economist Henry Kaufman bemoaning government deficits and predicting higher...
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James McGlynn CFA, RICP
- Mar 19
- 1 min
Social Security and Divorce-podcast
https://divorcedialogues.com/optimize-your-social-security-benefits-after-divorce-with-james-mcglynn/
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James McGlynn CFA, RICP
- Mar 13
- 2 min
Sports Betting
ONLINE SPORTS BETTING is currently legal in 30 states but eventually will be legal everywhere—because the tax revenue is simply too...
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James McGlynn CFA, RICP
- Mar 5
- 11 min
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...
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James McGlynn CFA, RICP
- Jan 25
- 3 min
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...
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James McGlynn CFA, RICP
- Dec 31, 2021
- 2 min
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...
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James McGlynn CFA, RICP
- Oct 27, 2021
- 3 min
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,...
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James McGlynn CFA, RICP
- Sep 30, 2021
- 1 min
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...
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James McGlynn CFA, RICP
- Sep 1, 2021
- 2 min
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...
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James McGlynn CFA, RICP
- Aug 11, 2021
- 4 min
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?...
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James McGlynn CFA, RICP
- Aug 7, 2021
- 2 min
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...
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James McGlynn CFA, RICP
- Jul 2, 2021
- 2 min
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,...
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James McGlynn CFA, RICP
- Apr 21, 2021
- 4 min
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...
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James McGlynn CFA, RICP
- Mar 27, 2021
- 5 min
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....
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James McGlynn CFA, RICP
- Feb 22, 2021
- 3 min
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...
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James McGlynn CFA, RICP
- Feb 16, 2021
- 3 min
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...
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James McGlynn CFA, RICP
- Jan 13, 2021
- 4 min
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...
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James McGlynn CFA, RICP
- Dec 18, 2020
- 3 min
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...
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