COLA, WEP, and Annuities: Q&A #2437
September 14, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the Social Security spousal benefit is also...
Listen NowSocial Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
August 24, 2024
Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d recommend based on their situation. (18:00)...
Listen NowSS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
August 10, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a nickname that was not their legal name. (13:00) George wonders...
Listen NowSocial Security, Annuities, and Inherited Roth IRAs: Q&A #2431
August 3, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings test rather than the annual earnings test. (28:00)...
Listen NowDelayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
July 20, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Georgette hopes the guys can help...
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