Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
February 10, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44. (39:00) A...
Listen NowDifferent Approaches To Retirement Planning Continued: EDU #2406
February 7, 2024
Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E06.mp3 Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe:...
Listen NowRoth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
February 3, 2024
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement. (16:15) A listener asks about...
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