Social Security, Roth Withdrawals, and IRAs: Q&A #2426
June 29, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:30) Jim and Chris answer a Roth withdrawal...
Listen NowCovering MDF With Lifetime Secure Income: EDU #2426
June 26, 2024
Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E26.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
June 22, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks about the 5-year rule for taking...
Listen NowInsurance Companies and Annuities: EDU #2425
June 19, 2024
Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E25.mp3 Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB) Subscribe:...
Listen NowSocial Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
June 15, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you delay claiming. (29:30)...
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