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Recovering After-Tax Money, SS Estimates, and HELOCs: Q&A #1946
December is already a week in (wow!) and Jim and Chris answer questions about recovering after-tax money, Social Security estimates, and HELOCs.
(10:29) A listener asks about recovering after-tax money in an IRA or QRP that has been annuitized.
(27:30) This question is about estimates provided by the SSA: do they assume that earnings in the prior year will continue until retirement?
(38:28) A long-time listener from New Jersey wonders whether Jim and Chris recommend taking out a HELOC as an added spending cushion.
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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