Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332
August 12, 2023
Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments. (2:45) Georgette from New York looks for some clarification on collecting her own Social Security benefit given a couple of unique items specific to her case. (12:30) A listener provides his input and thoughts on Jim and Chris’s thoughts towards using AAA...
Listen NowSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
August 5, 2023
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit. (14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of...
Listen NowSocial Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...
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 NowThe Basics Of Annuities: EDU #2325
June 21, 2023
Jim and Chris sit down to discuss the basics of annuities and where we see them fitting in within our retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E25.mp3 Podcast: Play in new window | Download (Duration: 1:11:20 — 32.7MB) Subscribe:...
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