Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402

January 13, 2024

Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social Security office. (27:15) A listener in Minnesota...

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Target Outcome TIPS ETFs: EDU #2402

January 10, 2024

Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E02.mp3 Podcast: Play in new window | Download (Duration: 1:02:21 — 28.5MB) Subscribe:...

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Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401

January 6, 2024

Jim and Chris discuss listeners questions relating to Medicare, IRMAA, Social Security, Roth conversions, taxes, RMDs, and trusts. (5:00) George from Arizona asks why Medicare doesn’t “true up” IRMAA penalties on a tax return. (12:00) George in Florida wonders if a couple has to be married for 10 years consecutively to qualify for a Social Security spousal benefit. (20:30) A...

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Seniors and Insurance: EDU #2401

January 3, 2024

Jim and Chris sit down to discuss an article relating to three types of insurance seniors should know about. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E01.mp3 Podcast: Play in new window | Download (Duration: 47:07 — 21.6MB) Subscribe:...

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