Social Security, Annuities, and Life Insurance: Q&A #2239
September 24, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, and life insurance. (27:30) A Massachusetts listener looks for clarification on his retroactive Social Security benefit. (31:45) George from Kentucky wonders if he can claim a Social Security survivor benefit while delaying his own benefit to age 70. (38:45) George from Texas looks for thoughts on the...
Listen NowFee Based Annuities: EDU #2226
June 29, 2022
Jim and Chris continue their discussion from a previously asked question about annuities under the new fee based platform. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E26.mp3 Podcast: Play in new window | Download (Duration: 1:11:10 — 32.6MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, and Mortality Credits: Q&A #2225
June 18, 2022
Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits. (3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected. (8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion. (23:15) George from...
Listen NowAnnuity Features and MDF Coverage: EDU #2109
March 3, 2021
Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E09.mp3 Podcast: Play in new window | Download (Duration: 1:18:34 — 36.0MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036
September 5, 2020
Jim and Chris discuss listeners’ questions involving Social Security, Roth conversions, pension/annuity distributions, and how rental properties are treated in our financial planning process. (6:20) A Virginian wants to know how to get his estimated Social Security benefit at age 70 while currently collecting a spousal benefit. (16:00) A listener asks for advice on when to collect Social...
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