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Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115
Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs.
(3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB).
(17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her age 70 Social Security benefit.
(37:00) George wonders how to calculate the expected rate of return of a DIA (deferred income annuity) forecasted at various mortality ages.
(51:30) A listener describes his parents financial position and asks for advice regarding the purchase of a QLAC.
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 you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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