Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
August 31, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her Social Security Benefits early then switch to full...
Listen NowSocial Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328
July 15, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions. (20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the...
Listen NowSocial Security, Home Equity, Roth Conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD Accounts, and Retirement Estimators: Q&A #2213
March 26, 2022
Jim and Chris sit down to discuss listener questions regarding Social Security, home equity, Roth conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD accounts, and retirement estimators. (3:45) George asks if his Primary Insurance Amount (PIA) will increase with inflation while he delays his Social Security benefit to age 70. (15:30) A listener wants to know how we utilize home equity in our...
Listen NowSocial Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209
February 26, 2022
Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth IRA. (45:15) Georgette references a question from...
Listen NowQ&A: Avoiding the Roth 5 Year Rule
April 11, 2019
When you rollover your Roth 401k into a Roth IRA is there a way of avoiding the Roth 5 Year Rule? Jim and Chris answer that question from North Carolina listener who currently has a Roth 401k and no Roth IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E14.mp3 Podcast: Play in new window | Download (Duration: 30:22 —...
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