SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
August 10, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a nickname that was not their legal name. (13:00) George wonders...
Listen NowOur Retirement Planning Process and Philosophy Part 8: EDU #2432
August 7, 2024
Jim and Chris continue their discussion of “seesaw assets” and balancing fun spending during the “go-go” years while keeping some reserves for aging expenses later in life. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E32.mp3 Podcast: Play in new window | Download (Duration: 1:12:06 — 33.0MB)...
Listen NowSocial Security, Annuities, and Inherited Roth IRAs: Q&A #2431
August 3, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings test rather than the annual earnings test. (28:00)...
Listen NowOur Retirement Planning Process and Philosophy Part 7: EDU #2431
July 31, 2024
Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better adapt to their retirement spending philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E31.mp3...
Listen NowSocial Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430
July 27, 2024
Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs. (13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit. (25:00) A listener asks what happens to a spouse’s child-in-care benefit if the person passes away. (28:30) A listener wonders about any repercussions for not...
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