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Retirement Planning for the Next Quarter Century, Not the Next Quarter

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    Retirement Experiments
    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...
    15 views0 comments
    Paying Uncle Sam but not Aunt IRMAA-Lump Sum Conversion
    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...
    30 views0 comments
    Left Alone
    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?...
    183 views0 comments
    Social Connections in Retirement
    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,...
    35 views0 comments
    My Do-it-Yourself Retirement Plan
    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....
    112 views0 comments
    Retirement Rules-ABC-Always Be Changing!
    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...
    378 views0 comments
    Roth Conversions- A How-to
    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...
    194 views0 comments
    Evolution of Investing Advice
    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...
    36 views0 comments
    Blended life insurance for lower commissions and more cash value
    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...
    19 views0 comments
    My Retirement Plan
    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.
    87 views0 comments
    Roth Accounts
    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...
    41 views0 comments
    As the Years Go By - Retirement planning from age 55-75
    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...
    60 views0 comments
     

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