Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326
July 1, 2023

Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...
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:...
Listen NowWhen To Consider An Annuity: EDU #2324
June 14, 2023

Jim and Chris continue their discussion on annuity related topics and when to consider the use of an annuity within your retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E24.mp3 Podcast: Play in new window | Download (Duration: 1:21:19 — 37.2MB) Subscribe:...
Listen NowRMD Correction and Annuities in Retirement: EDU #2323
June 7, 2023

Jim and Chris sit down to discuss a few housekeeping items relating to post-Required Minimum Distribution (RMD) Roth conversions. Then, they dive into their retirement planning philosophy around annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E23.mp3 Podcast: Play in new window | Download (Duration: 1:09:14 —...
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