Social 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...
Listen NowChild-In-Care Benefits, Annuity Questions, and More: Q&A #2018
May 2, 2020
Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions. (12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits. (16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea. (See Q&A #2013 to listen to...
Listen NowChoices in Generated Secure Income: EDU #2012
March 25, 2020
As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E12.mp3 Podcast: Play in new window | Download...
Listen NowNon-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001
January 4, 2020
The discussion for Jim and Chris today lands on topics such as non-taxed portions of Social Security income, unexpected life changes, and questions regarding 401(k)s, IRAs, and deferred compensation plans. (9:50) An Illinois listener wonders if his un-taxed Social Security income will count toward MAGI for determination of Medicare premiums. (18:55) Jim and Chris discuss a Utah listener’s...
Listen NowEdu: Annuity Pros and Cons, Part 2
October 31, 2018
Jim and Chris continue their discussion in response to a skeptical listener’s email. They move the focus from how annuities work, to how and why they might or might not work as part of an investment strategy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E06.mp3 Podcast: Play in new window | Download (Duration: 52:33...
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