Kicking Off Annuity Awareness Month: EDU #2423
June 5, 2024
Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E23.mp3 Podcast: Play in new window | Download (45.2MB) Subscribe:...
Listen NowAnnuities, Pensions, and Social Security: Q&A #2422
June 1, 2024
June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement. (57:45)...
Listen NowSocial Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
April 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges. (34:15) A listener asks about the timing...
Listen NowIRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
April 6, 2024
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going to touch on which questions you should ask...
Listen NowSocial Security, Rollovers, Annuities, and Trusts: Q&A #2412
March 23, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age....
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