Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327
July 8, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, insurance, IRMAA, and MYGAs. (5:30) A listener from Florida looks for clarification on the rules regarding Social Security and having a disabled child. (28:30) The same listener from above asks for advice on cashing in an insurance policy or not. (1:07:30) A Californian listener asks if IRMAA brackets can go down...
Listen NowDiscussing The Financial Planning Challenge and Associated Quiz: EDU #2327
July 5, 2023
Jim and Chris sit down to discuss an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E27.mp3 Podcast: Play in new window | Download (Duration: 54:17 — 24.8MB) Subscribe:...
Listen NowSocial Security, DIAs, QLACs, and Interest Rates: Q&A #2326
July 1, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...
Listen NowOwning An Annuity Inside An IRA: EDU #2326
June 28, 2023
Jim and Chris sit down to discuss the considerations behind owning an annuity within an IRA and when it could be appropriate. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E26.mp3 Podcast: Play in new window | Download (Duration: 1:33:27 — 42.8MB) Subscribe:...
Listen NowSocial Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325
June 24, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, spousal/survivor benefits, SPIAs, and IRA basis. (4:00) A listener from Delaware looks for clarification on the timing of claiming Social Security and when his wife is eligible to claim a spousal benefit. (15:25) A local Colorado listener wonders how she can begin claiming a survivorship Social Security benefit...
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