Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
March 23, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age....
Listen NowRetirement Planning Dialogue Series 2: EDU #2412
March 20, 2024
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E12.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...
Listen NowSocial Security, 529/Roth Conversions, and HSAs: Q&A #2411
March 16, 2024
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit....
Listen NowRetirement Planning Dialogue Series 1: EDU #2411
March 13, 2024
Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E11.mp3 Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe:...
Listen NowSocial Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
March 9, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA. (37:05) A listener from Michigan comments on a previous Q&A...
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