The History of Social Security: EDU #2033
August 19, 2020
Jim and Chris (mostly Chris) discuss the history of the Social Security Act that was passed on Agust 14th, 1935, and the changes that have occurred throughout the past 85 years of the program’s existence. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E33.mp3 Podcast: Play in new window | Download (Duration: 1:09:17 —...
Listen NowThe SECURE Act, Social Security, The CARES Act, and More: Q&A #2033
August 15, 2020
Jim and Chris answer listeners’ questions about Social Security, The SECURE Act, The CARES Act, pension payout options, the fluidity of the Minimum Dignity Floor, and what to consider when choosing the right survivor benefits from a pension. (9:15) A listener from Massachusetts wants to know about divorced spouse Social Security claiming options. (18:41) George from Georgia seeks...
Listen NowFive Alternatives to the Stretch IRA: EDU #2032
August 12, 2020
Jim and Chris discuss the elimination of the stretch IRA and provide five alternative strategies to utilize in its place. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E32.mp3 Podcast: Play in new window | Download (Duration: 1:25:15 — 37.1MB) Subscribe:...
Listen NowRMDs, Social Security, Annuities, and Pension Survivor Benefits: Q&A #2032
August 8, 2020
Jim and Chris discuss listeners’ questions relating to required minimum distributions, backdating Social Security benefits, claiming spousal Social Security benefits, annuity variations, and joint and survivor pension options. (4:05) Clarification on a question from last week’s EDU show from the Ed Slott group on rolling over required minimum distributions. (14:30) Jim and Chris...
Listen NowThe Basics of Trusts: EDU #2031
August 5, 2020
Jim and Chris introduce attorney and CPA, David Green from First Covenant Trust and Advisors, LLC to discuss and further understand the basics behind trusts as an estate planning tool. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E31.mp3 Podcast: Play in new window | Download (Duration: 1:25:41 — 37.8MB) Subscribe:...
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