Social Security, IRA Contributions, Spousal Benefits, and MYGAs: Q&A #2253
December 31, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA contributions, spousal benefits, and multi-year guaranteed annuities (MYGAs). (Into) Chris follows up on a question from last week to clarify application of the Social Security earnings test for survivor benefits when the survivor full retirement age is different than the retirement full retirement age....
Listen NowSocial Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252
December 28, 2022
Jim and Chris sit down to answers listeners questions regarding Social Security, 403(b)’s, 60-day rollovers, and annuities. (5:00) George from California asks about how Social Security accounts for post-age 62 working credits. (12:15) A listener looks for clarification on a potential “miss for Social Security applying to folks born in 1960-1962. (19:30) George wonders why Jim and...
Listen NowSocial Security, Inherited IRAs, RMDs and Annuities: Q&A #2252
December 24, 2022
Jim and Chris discuss listeners questions relating to spousal Social Security benefits, survivor benefits, inherited IRAs, RMDs, and annuities. (16:00) Georgette wonders if she can claim a spousal Social Security benefit without affecting her future full personal benefit. (26:30) A listener looks for clarification on his sisters ability to claim a Social Security survivor benefit. (37:45) The...
Listen NowMiscellaneous Retirement Planning Topics: EDU #2251
December 21, 2022
Jim and Chris sit down to discuss a handful of different retirement planning topics that came up throughout the year. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E51.mp3 Podcast: Play in new window | Download (Duration: 1:14:07 — 33.9MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
December 17, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...
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