Our Most Recent Show
Ed Slott Conference Review, Social Security, and FPDA Discussion
Jim summarizes some of what was discussed during the Ed Slott conference he attended last month. Jim and Chris also discuss an email from a North Dakota Social Security Blog listener regarding alternatives to the old "file and suspend" strategy that is no longer available. Chris clarifies some of the rules on claiming spousal and survivor benefits while responding to this email. Jim then continues answering a question from a prior podcast regarding Flexible Premium Deferred Annuities, touching on longevity protection and principle protection, and how the payments are determined.
About the Show
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 for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
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