Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

November 5, 2022

Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor.

(16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit.

(33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age 60.

(39:30) George looks for opinions on utilizing the 72t option within an IRA to support an earlier retirement.

(1:02:15) A listener asks if he and his wife should wait to hire a financial advisor till after they purchase their new home and relocate in retirement.

Podcast: Play in new window | Download (Duration: 1:10:08 — 32.1MB)

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