James McGlynn CFA, RICP
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
- 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
- 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
- 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 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
- Sep 29, 2020
- 3 min
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...
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James McGlynn CFA, RICP
- Sep 15, 2020
- 3 min
Blended life insurance for lower commissions and more cash value
Fatten That Policy James McGlynn | September 15, 2020 I WORKED in the investment department of three different insurance companies. But...
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James McGlynn CFA, RICP
- Aug 17, 2020
- 4 min
My Retirement Plan
Like my LTC insurance, I find I’ve become something of a hybrid myself.
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James McGlynn CFA, RICP
- Jun 6, 2020
- 3 min
Roth Accounts
FUNDING A ROTH—and enjoying tax-free growth—may not have been an option for many high-income baby boomers when they were working. But...
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James McGlynn CFA, RICP
- Jun 6, 2020
- 4 min
As the Years Go By - Retirement planning from age 55-75
YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can...
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